SalesMagic

Introduction

Create an Account

Before you get started with SalesMagic, you must create an account.

Hint

If you wish to add additional users to an existing organization, you can invite them from the organization settings. They will then receive an email with an invite link.

To create the first account for your organization, go to the Sign In page.

Sign In Page

From here you can create an account in several ways:

  1. Google: You can sign in to SalesMagic using an OAuth flow with your Google account. Simply click on the Sign in with Google button and confirm your Google credentials. Your name, email address, and avatar image from your Google account will be used to create your SalesMagic account.

  2. Microsoft: You can sign in to SalesMagic using an OAuth flow with your Microsoft account. Simply click on the Sign in with Microsoft button and confirm your Microsoft credentials. Your name, email address, and profile image from your Microsoft account will be used to create your SalesMagic account.

  3. Email: Provide your work or school email address to have an email sent to your account with a sign in link. This process is known as password-less sign in because you never need to create or remember a password. This also means that you don't need to worry about a password being cracked or leaked.

Once you've created the initial account for your Organization, you can invite more users to join the account.

Hint

If you have trouble linking your Google or Microsoft account, you can try signing in using email and then linking your account from the Edit User dialog (click on your profile image at the bottom of the nav bar).