What it does for you

Gets you into the CRM on your computer and your phone, so you can check leads from anywhere.

Steps

  1. Open the welcome email from NotLuck and use the link in it to set your password. If you cannot find it, check your spam or junk folder first.
  2. Sign in with the same email address the welcome email was sent to. Use a password manager or your browser to save the password.
  3. If you are asked for a security code, enter the code sent to your email or phone.
  4. On your phone, download the CRM mobile app from the App Store or Google Play and sign in with the same email and password.
  5. Allow notifications when the app asks, so you hear about new messages and bookings straight away.

You'll know it worked when

  • You can see your dashboard on your computer.
  • You can see the same contacts and conversations in the mobile app.
  • A test message to your phone shows up as a notification.

Common snags

  • The welcome email went to a different address than the one you normally use. Ask us to resend it to the right one.
  • The password link has expired. Use "Forgot password" on the sign-in page to get a fresh one.
  • You are signed in to a different account in the same browser. Use a private window, or sign out first.
  • The app shows nothing after signing in. Check that you chose the right business if you have more than one.

Go deeper

  • [Settings: My Profile](/help/settings-my-profile)
  • [Contacts on the Mobile App](/help/contacts-on-the-mobile-app)