Square Miles

India · CRM

Guide & Help

Simple, step-by-step help for every part of the CRM

This page explains how to use the CRM in plain language. Pick a topic below. Every step is written the way you would actually do it on screen.

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Who uses thisEveryone

Steps

  1. 1

    Open the CRM link your admin gave you. Each department has a different link — sales staff use the sales link, HR uses the HR link.

  2. 2

    Type your email address and password, then press "Sign in".

  3. 3

    If you forget your password, press "Forgot password?" under the password box. A reset link is emailed to you.

  4. 4

    If it says "This login page is not for your account", you are on the wrong department's link. Ask your admin for yours.

Tip

Your session stays signed in for 7 days. On a shared computer, always press Sign out when you finish.

Still stuck?

Ask your admin, or call the office. Nothing in this CRM is deleted permanently by accident — if something looks wrong, stop and ask before trying again.

Switch to Hindi using the button above.