You may log in to your Lead Gen & CRM instance with your username and password. If you have any trouble with your username or your password, reset your credentials or reach out to your Lead Gen & CRM account administrator.
In this article, you'll learn about your options for resetting your login information and how to resolve problems with your login credentials.
Article Contents
| Trial | ✓ | |
| Essential | ✓ | |
| Advanced | ✓ | |
| Ultimate | ✓ |
Settings| Administrators | ✓ | |
| Company Managers | ✓ | |
| Marketing Managers | ✓ | |
| Sales Managers | ✓ | |
| Salespersons | ✓ | |
| Jr. Salespersons | ✓ |
How to Login
Visit https://marketingautomation.services and enter your username and password.
If you are setting up your Lead Gen & CRM account for the first time as an administrator, read Setting Up and Configuring Lead Gen & CRM to learn more about logging in and setting up.
If you are logging into an existing Lead Gen & CRM account as a new user, for the first time, read Activating New Lead Gen & CRM Accounts to learn about logging in and creating your password.
Problems With Username
What is my username?
Your username is set by your Lead Gen & CRM administrator when your new user profile is created. If you do not know your username, or you are logging in for the first time, reach out to your Lead Gen & CRM account administrator. They can check your username.
To see your profile email address, go to your profile settings.
- Click on Settings.
- Navigate to My Account and click the My Account section.
- Look for your profile email address in General Information.
Click to enlarge.
I forgot my username
If you don't know your username, or you are logging in for the first time, reach out to your account administrator. They can check your username.
I want to change my username
Usernames can be changed from the Settings > My Account page after logging in. Administrators can also change usernames for other users.
Problems With Password
If you've forgotten your login password, visit marketingautomation.services and click "Forgot Password". Enter the email address that is associated with your profile and you'll receive a link by email to help you reset your password.
Changing Administrators
It's best to create an administrator account for each major stakeholder so you can manage permissions as there are organizational changes.
Existing administrators can create new administrators or update existing user permissions to have administrator access. Read Adding and Managing Lead Gen & CRM Users.
If your Account Administrator is no longer available, you'll need to contact support for assistance.