Features of the Registration Area
These five steps were designed for the best user experience for your leads. However, they can be customized to suit your needs.
In this step, the user can choose to create a personal or business account. The system detects the user’s country and automatically enters the phone prefix. There is also an automatic veracity phone number.Personal / Business Data Registration
In this step, the email is verified by sending a code to it, which must be entered in the registration form.Email Verification
Likewise, the user will be able to create a new password on his client area.
Legal Terms Agreement
In this step, the user cannot continue advancing in the registration if he does not accept all the legal terms of the Broker.
Finish and Send
The last step, and the user becomes your new customer.
Congratulations!
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Some other useful features
Other features of our CRM that might interest you
