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Setting up Your Account

In order to access CRM3®, we need you to establish an account with us by following the steps below to provide us with the information that will be associated with your account.

  1. Enter your first name in the First Name text field.
  2. Enter your last name in the Last Name text field.
  3. Enter your company affiliation in the Company text field.
  4. Enter your contact phone number in the Phone text field.
  5. Enter your Email address in the Email text field.
  6. Enter the password you would like to use when accessing the system in the Password text field.
  7. Confirm that password by re-entering it in the Confirm Password text field.
  8. Enter your desired CRM3®.com address, without adding www to that address.
  9. Read and agree to the Terms of Service and Privacy Policy by selecting their respective links and select Create My Account.

The following Confirmation screen is displayed to indicate successful creation of your account.

A Confirmation Email containing a link for logging in to the system will be sent to the Email address you provided during the account creation process, as shown in the following illustration.


Click on the link to log in to the system, as described on the following page.