Focus: The focus of this public FAQ/Self Help guide is to provide you an overview and details about signing up and using the Cliently wizard to auto create a Find Leads Search, Example Flow (marketing campaign) and an example contact.
Step 1: Signing up a new account in Cliently is a breeze and can be setup in less than 5 minutes!
Sign up, by clicking on the following link: https://app.cliently.com/sign-up
Step 1-A - Enter in your email address. Next, enter in the email address that you wish to use for your account.
Now check your email...
Step 1-B: Verify your account. You should have received an email from Cliently to “verify” your account. Click on the red button “Verify Email” to verify your account and log in for your first time.
Step 2: Complete the onboarding form. Next, please complete the form to capture your information. Please complete all fields and click “next” when completed.
Step 2-A: Personal Information and setup password: Please complete all fields and review our Terms of Service and Payment policy. Once completed, click on “lets go!”
Step 3: Login for the first time. Once you login, you will be presented with a welcome message.
Step 3 -A: If you are logged in with Google Chrome, you will be presented with Cliently’s integrations with Salesforce, Hubspot and pipedrive. You can click on each link to install the extension.
Click here to learn more about our integrations with Cliently.
Step 4: Access to help, you will be presented access to our FAQ’s and video tutorials:
Video Tutorials - https://www.youtube.com/channel/UCGI6JS31m0iNTJSac6O0D3Q
Step 5: Not using Google Chrome, If you signed up and not using Google Chrome, you will be presented access to our FAQ’s and video tutorials:
Want to learn more and/or setup a Demo? Click here to schedule a time!
Need Help? If you need any help with your Cliently account, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your screen.