Account created

You're in. Here's what happens next.

Finish the first few account steps now so your CRM is ready to help you work leads, book appointments, and start the training path.

Welcome video coming soonCheck back here before your first setup session.

Start here

  1. 1
    Check your welcome email

    Look for the email that confirms your account and gives you the next setup details.

  2. 2
    Log in and verify your account

    Open Alliance CRM, verify your account, and make sure you can access your dashboard, inbox, and settings.

  3. 3
    Book your onboarding call

    Pick a time with the team to walk through your account and get set up properly.

  4. 4
    Start the Quick Start lessons

    Head to training and begin the Quick Start lessons so you can move through onboarding faster.

Log in Book onboardingGo to trainingVisit support