How to setup a Surefront Account from a Customer Invite

Name: How to setup a Surefront Account from a Customer Invite
Uploaded: 2025-02-13T23:10:58+00:00
Duration: 1 min 10 s
Channel: Luke Wang
Description: Walk through setting up a SureFront account from a customer invite. Click Connect in the email, choose Team Plan, enter company details, apply a…

13 Feb 2025 · 1 min

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Walk through setting up a SureFront account from a customer invite. Click Connect in the email, choose Team Plan, enter company details, apply a promotion code to drop your bill from $125 to $0, add a credit card, and sign up. Then navigate to CRM to view your programs, quotes, and orders.

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You've received an email from your customer to collaborate on ShareFront. What do you do now? Scroll down to the email where it says Connect. Click on Connect. Under Team Plan, select Plan. Enter your company information. Click Continue. Copy the promotion code from your supplier email. Click Apply. You'll notice your charges to be billed today went from $125 to $0. Enter your credit card information for verification purposes. Once you're finished, you enter your credit card information, click Save. Click Sign Up when you are finished. You will be directed into the SureFriends homepage. To connect to your customer, click the three lines and you can see along the left-hand side Customer Relationship Management. SureFront Support 1 connected area is Category 2 that you can then click into. That will allow you to see your programs, quotes, and orders.