CRM Set-up Instructions

Thank you for your order!

We will be setting up your seat on our CRM system (CRMX) and sending you your login soon! You will receive it at your email AND at your forwarded email address. (Check SPAM)

It will take several hours to complete the set-up of your CRMX account as we have to manually add you to many workflows for automation.

We will not complete your CRM set-up UNTIL we receive confirmation that you have completed the steps below!

Please do the following:

  1. Create an email address at using the following format:
    1. This email will be used in your CRM account to sync up your calendar and for Google Meet and Zoom.
      1. This will not be used anywhere else other than Zoom and for sending emails from within the CRMX platform to sync messages.
    2. Go to and create a FREE Zoom account using this email.
      1. This will allow gmail and Zoom to sync your calendars.
  2. Log into your CRMX account after you receive your CRMX welcome email from us.
    1. Go to ‘Settings’.
    2. Go to ‘Integrations’.
    3. Add your gmail account.
    4. Go to ‘My Profile’.
    5. Update profile details.
    6. Connect Zoom in your profile.
  3. Download the CRMX app in Apple Store or Google Play!
    1. This will keep you you connected to your leads and allows you to enter personal leads while you are out in the field talking with potential clients.
  4. Emails us when complete at:
  5. Done!

Welcome aboard!

Sales Agent Training Program (Optional!)

If you are new to Solar Sales AND would like training, your CRM Subscription entitles you to free admission to the Solar Sales Boot Camp webinar and Sales Agent Training Program.

[Use the coupon you received with your order confirmation email to register for the webinar!]

Please click the link below to register after reading all the details here:

Sales Agent Training Program

Need Support?Visit Our Support Desk!

Mon - Sat 9.00am to 7pm
380 SW 5th Street #226, Madras
OR 97741
Open a ticket anytime! 24-48 hours for response.