Why is my portal empty? Is it broken?
Download MarkdownNothing is broken. Your portal stays mostly empty until it is built together with you on the onboarding calls. That is where your CRM, pipelines, workflows, and settings are configured for your business, so an empty portal right a
Nothing is broken. Your portal stays mostly empty until it is built together with you on the onboarding calls. That is where your CRM, pipelines, workflows, and settings are configured for your business, so an empty portal right after signup is expected, not a bug. Once your tech-setup call is done, the account becomes usable: your email, lead sources, staff accounts, domain, and first phone number are connected and your balance is funded. If your portal is still empty after your onboarding calls, contact support so the team can check your build.
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- Where do I log in to CloseMagnet?Go to https://app.closemagnet.com/login and enter the email address your account was created under along with the password you set, then click Sign in. If you forgot your password, click Forgot password? and follow the emailed res
- Do I have to turn on two-factor authentication?Yes. Two-factor authentication is mandatory on every account and every role. You cannot reach the app until you enroll an authenticator app, and you will be prompted for a code on future sign-ins.
- Which authenticator apps work with CloseMagnet?Any standard TOTP authenticator app works. Google Authenticator, Authy, and 1Password are all supported.
- I got a new phone and lost my authenticator. How do I get back in?Contact your account owner or support to have your two-factor factor reset. Once it is reset, you can re-enroll a fresh authenticator at the setup screen (https://app.closemagnet.com/mfa/setup) by scanning the QR code or entering