LogixCRM
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  • 👋Welcome!
  • LogixCRM Basics
    • About LogixCRM
    • Authorization and information security
  • Getting Started with Administration
    • Logging in
    • Setting up your company information
    • Creating users
    • Setting up organization chart
    • Granting permissions by team
  • Management and Customization
    • Managing field labels
    • Page layout assignment
    • Email communications
    • IP-based access restriction
    • Building custom search results
    • Regulating ownership
    • Creating workflows
    • Setting up API tokens
  • Operations
    • Importing leads
    • Creating leads manually
    • Distributing leads
    • Merging duplicate leads
    • Converting leads to accounts / opportunities
    • Creating and assigning tasks
    • Exporting leads
    • Generating reports
  • Sales and Marketing
    • Efficient workspace
    • Overview of the dashboard
    • Editing report views in your dashboards
    • Creating quick views of leads, accounts, and opportunities
    • Logs
  • Appendices
    • List of countries
    • List of nationalities
    • List of lead status
    • List of lead types
    • List of industries
    • List of employment status
    • List of occupations
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  1. Getting Started with Administration

Logging in

PreviousAuthorization and information securityNextSetting up your company information

Last updated 2 years ago

The LogixCRM is your good partner to help you manage your customer relationships. An administrator of the LogixCRM is a top-level user that can create users for the LogixCRM, give users permissions for dealing with clients or converting leads to accounts, ban users, set up criteria for data display, create IP whitelists for accessibility, set up workflows for action trigger, and more.

Let’s get started setting up your LogixCRM as an administrator!

After you subscribe to the LogixCRM, you will receive an account name (your email address) and a pre-configured password to log in to the LogixCRM. When logging in to the LogixCRM for the first time, ensure to change the password for your business security.