You've received an email from your customer to collaborate on Surefront. What now?
Click on Connect in the email
Click Select Plan under Team Plan
On the next screen enter the following:
Company Name
First Name
Last Name
Email
Password
Click Continue
On the next screen copy the Promo Code from the email.
Click Apply
If you're missing a promo code, please contact support@surefront.com to get one
Under Payment Method, enter the following information (If charges to be billed today is at $0 this step will be for verification purposes only):
Name
Credit Card Number
Expiration Date
Security Code
Click Save
Click Sign Up
You will be automatically logged into the Surefront Home Page
Begin collaborating with your customer. On the left-hand side click the 3 lines to find Customer Relationship Management. You'll find your customers company name. Click the down arrow to see the areas to collaborate within.
Collaborate with as many customers as you wish. They will each have their own dedicated space within Surefront.
To log back into Surefront in the future, please visit http://app.surefront.com/app/