Logging Into the CRM
Our Customer Relationship Management (CRM) system is where we store client details, track communications, and manage opportunities. Follow these steps to log in for the first time.
Step-by-Step Guide
Step 1 — Access the CRM
- Go to [crm.forgemarketing.com] in your web browser.
Step 2 — Enter Your Credentials
- Use your Forge Marketing email address (firstname.lastname@forgemarketing.com).
- Enter the password you set during your first-day login setup.
Step 3 — Multi-Factor Authentication (MFA)
- Confirm your login with the Microsoft Authenticator app on your phone.
Step 4 — Explore the Dashboard
- Once logged in, you’ll see your personal dashboard, including assigned accounts, tasks, and recent activity.
Support
If you have trouble logging in:
- Primary Contact: Jordan Lee — CRM Administrator (jordan.lee@forgemarketing.com)
- Backup: Priya Kapoor — Senior Account Manager (priya.kapoor@forgemarketing.com)