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Help & Learning

Use our Knowledge Base to get started with Saleslook and find tutorials.

Team Signup

1. From within Team View select Manage Team to add members of your Organization to Saleslook.

TeamView-01 Manage Team.png

2. Select Invite user to organization.

TeamView-02 Invite User.png

3. An email will be automatically generated in your email client with an Invitation Code. Please send this to the appropriate team member in your organization you wish to add to Saleslook.

TeamView-03 Invite Email.png

4. The recipient of this email should click on the link provided and copy the invite code.

TeamView-04 Recieve Email.png

5. Select Sign Up.

6. Enter your Email address and Password.

7. On submission of your email/password, you will see the following alert displayed:

8. Please check your email and click the link to verify your account. If you do not receive an email within a few minutes please check your Junk/Spam folder or click the button to resend the confirmation email.

9. Your browser window will display an alert to confirm your email has been verified. Please close this window and return to the Signup page.

10. As a new team member of Saleslook please select Join Organization.

TeamView-05 Join Organization.png

11. Copy/paste your Invite Code in step #4 into the space provided.

TeamView-06 Invite Code.png

12. Now follow the instructions for First Time Setup. Please enter as a minimum your First Name and Last Name. Additional information can be added once you are logged into Saleslook.

13. You will now be logged into Saleslook for the first time. Please watch the Quick Start Video Guide to get started.

14.    For further assistance in using Saleslook please refer to the Help & Learning page of our website at https://www.saleslook.com/help-learning - You can also go directly to this page at any time via the help icon.

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