Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Sign in
Use the Login page with the confirmed account email and password.
Reset your password
Use Forgot Password on Login, open the reset email, and set a new password before the link expires.
Email confirmation
Open the confirmation link after registration. If it is missing, check spam and request Resend confirmation email.
Update account details
Open Settings and update only the account or business fields currently provided.
Delete account and data handling
Use an account deletion control if it is available; otherwise contact support from the account email. Review the Privacy page for data handling details.
Account deletion is a request and review process, not immediate erasure. Read the Privacy Policy for access, correction, data-copy, retention, and deletion details.
Step-by-step
- 1
Use the correct account email
Confirm you are signing in to the intended CRM Gem workspace.
- 2
Resolve confirmation first
Request a new confirmation email if the original link expired.
- 3
Reset access safely
Use Forgot Password and never send your password or confirmation link to support.
Helpful tips
- Review the details before saving or sending.
- Use Contact Support if the expected result does not appear.
Common mistakes
- • Using incomplete client or business information.
- • Closing the page before an action finishes.
Frequently asked questions
Where can I get more help with account and security?
Open Contact Support and include the affected page, document number, date and time, browser, exact message, and a screenshot with sensitive information hidden.
Still need help? Contact Support with the affected page, document number, browser, date and time, and exact message.
Related guides
Getting Started
Create your account, confirm your email, complete your profile, and prepare your first client and project.
Troubleshooting
Resolve common email, attachment, public link, PayPal, subscription, recurring, portal, and browser issues.
Contact Support
Send a useful support request to the approved CRM Gem support address.