Sure, here’s a step-by-step guide on how a client can login to our CRM:
- Go to the login page of your Creation Web account. The URL for the login page will be provided to you by your Creation Web administrator.
- Enter your username and password in the respective fields.
- Click the “Login” button.
- After successfully logging in, you will be directed to the Creation Web CRM dashboard.
- From the dashboard, you can access various modules and features of the Creation Web CRM, including projects, invoices, estimates, and more.
- You can view your client information, including your contact details, the services or products that you have purchased, and any invoices that are due.
- If you want to make a payment or view your invoice details, click on the “Invoices” tab on the left-hand menu.
- From here, you can view all your invoices and make payments.
- If you have any questions or need support, you can contact your Creation Web CRM administrator or the support team.
