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→Creating a new organization
m (→Logging in: split into two sections) |
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# Using a web browser navigate to [https://rescocrm.com/Register.aspx the registration site] and on the registration form fill in some details about you and your organization. | # Using a web browser navigate to [https://rescocrm.com/Register.aspx the registration site] and on the registration form fill in some details about you and your organization. | ||
#* Enter a unique name for your organization. | #* Enter a unique name for your organization. | ||
#* Enter your email address and a strong password. The combination of the organization name, | #* Enter your email address and a strong password. The combination of the organization name, email, and password are used for logging in to your organization | ||
#* Enter a few additional details about yourself and your company. | #* Enter a few additional details about yourself and your company. | ||
#* Select one of the predefined scenarios: Sales, Field Service, City Smart Services, Inspections, Routes, Consumer Apps. | #* Select one of the predefined scenarios: Sales, Field Service, City Smart Services, Inspections, Routes, Consumer Apps. | ||
#* Select '''Sample data''' if you want your new organization to include some pre-generated content, for example users, accounts, activities, appointments, contacts, and other entities depending on your selected scenario. | #* Select '''Sample data''' if you want your new organization to include some pre-generated content, for example users, accounts, activities, appointments, contacts, and other entities depending on your selected scenario. | ||
#* If you want to integrate your organization with | #* If you want to integrate your organization with email service, you can select Gmail or Exchange. | ||
#* If you have previously exported some organization using the admin console, you can import it. | #* If you have previously exported some organization using the admin console, you can import it. | ||
# Confirm email. | # Confirm email. | ||