After successfully signing up for the Workspace, you will be redirected to the login page, where your selected CRM will appear as the default login (e.g. Salesforce) as shown below:
Below you can find the steps to sign in to Workspace:
Pre-requisites: Ensure you have your CRM credentials ready for logging into the Workspace.
- In the Workspace login page, click on the CRM you use to continue (e.g. click Sign in with Salesforce to log into the Workspace via Salesforce).
- The following window will pop up asking you to grant access to your Salesforce account. Click Allow to authorize the access.
- Upon successful authorization, Koncert will start setting up your organization, and you will be directed to the Workspace portal.
By default, the Product Tour will be enabled once you logged into the Workspace portal. If needed, you can navigate and explore the product by simply following the prompts or can even skip the Product Tour navigation by clicking the Skip option.
Refer the article My Profile to proceed further.
Please contact Koncert Support for any questions at firstname.lastname@example.org or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.