CRMJetty Portal- A Dynamics Portal V6.3.0

CRMJetty Portal- A Salesforce Portal V6.2.o

Compatibility:

 

Salesforce Compatibility:

Professional (API Should be enabled), Enterprise, Unlimited, Developer, Performance

MS Dynamics 365 online (v9.1) and above

 

Step 1: Admin Email Verification

1. Enter Registered Email Address: Start by entering the Admin registered email address in the designated field. [1]

 

Click “Verify”: Click the “Verify” button to validate the Admin email address.

 

– If the email is valid, Admin will receive a “Set Password” link in the Admin registered email inbox.

 

Note: If Admin does not receive the email, check the email you entered or please try another email address or contact a CRM-authorized person for assistance.

Introduction

Welcome to the CRMJetty Portal User Manual. CRMJetty provides flexible, scalable, and secure portal solutions for various CRM systems, including Dynamics 365, Salesforce CRM, Sugar CRM, and Suite CRM. Our portal offers an intuitive interface that enhances interactions with customers, vendors, and partners.

 

This manual is designed to help the Admin to navigate and utilize the Admin CRMJetty portal effectively. Whether They’re using a ready-made solution or a custom-built portal, They’ll find the guidance needed to make the most of the platform’s features.

Key Feature CRMJetty portal

Customization: Portals can be tailored to match a company’s unique branding and style.

 

Integration: Seamlessly connects with popular CRM platforms like Salesforce and Dynamics 365.

 

Self-Service Capabilities: Empowers customers to manage their accounts, access support, and find information independently.

 

Partner Collaboration: Provides tools for partners to manage deals, access resources, and track performance.

 

Document Management: Allows for secure storage and sharing of important documents.

 

Knowledge Base: Offers a centralized repository of information for customers and partners.

 

Analytics: Provides insights into user behavior and portal performance.

 

Security: Implements robust security measures to protect sensitive data.

CRMJetty Portal Admin Login

To begin Admin journey with the CRMJetty Portal as an Admin , follow these steps to verify Admin email and set a password:

Step 2: Set Password

1. Check the registered Email: Access the registered email account, check the “Set Password” email sent to the Admin , and click on the link provided in the message. [1]

 

2. Create a New Password: Clicking the link will redirect the Admin user to the “Create New Password” page, where they can enter and confirm their desired password to complete the setup. [1]

Step 3: Create New Password

1. Enter New Password: On the “Create New Password” page, type the desired new password in the “New Password” field. [1]

 

2. Confirm Password: Re-enter the same password in the “Confirm Password” field.  [1]

 

Click “Save”: After entering and confirming the password, click the “Save” button.

 

– If successful, Admin will be redirected to the Admin login screen.

Step 4: Admin Portal Login

1. Enter Login Credentials: On the Admin login page, enter the registered Admin email address and the password set via the link sent to the registered email.

 

2. Click “Login”: If the credentials are correct, the Admin will be redirected to the Dashboard.

 

– Forgot Password: If the Admin has forgotten their password, click the “Forgot Password” link.

Forgot Password

1. Enter Registered Email Address: On the “Forgot Password” page, enter the registered Admin email address and click the “Send” button.

 

– If the email is valid, a “Password Reset” link will be sent to the Admin ‘s registered email. [1]

 

2. Click the Reset Link: Click the link in the email to be redirected to the “Create New Password” page.

 

– Follow the instructions in Step 3- Create a new password to set a new password. [1]

 

Note: The password reset link will only be sent to the registered email address associated with the Admin account. If the Admin does not receive the email, please contact a CRM-authorized person for assistance.