Step 1

Go to https://portal.intellicrm.com/signup enter your email address and click submit


images


Step 2

Open the email titled IntelliCRM Activation and click on the Activation Link


images


Step 3

Confirm your Name, Direct Phone Number, Email Address and set a password then click submit

images


Step 3

Confirm your Name, Direct Phone Number, Email Address and set a password then click submit

Note: For future Sign In go to https://portal.intellicrm.com and enter your email and password


images


Step 4

You are now signed into IntelliCRM! You’ll start on your Profile Page. Confirm your Name, Time Zone, Direct Phone Number and Caller ID Number then click Save


images