👨‍💻Creating Account

Creating an Account

Introduction

Welcome to ClosingDealz! Getting started with our platform is quick and straightforward. By creating an account, you'll gain access to all the tools and features needed to enhance your business sales. Before you begin, ensure you have a valid business email address and your organization's information on hand.

Step-by-Step Guide

1. Navigate to the Sign-Up Page

To create your new account, begin by navigating to the sign-up page. You can reach the sign-up page by clicking the 'Sign Up' button located at the top right corner of our homepage or by directly visiting https://app.closingdealz.io/auth/register.

2. Fill Out the Registration Form

On the sign-up page, you will see a registration form asking for the following details:

  • First Name & Last Name: Enter your given name and surname as they may be used for identifying your account in future communications and verifications.

  • Organization: Provide the official name of the company or entity you are representing. This name will be used to personalize your experience and set up your workspace.

  • Email: Use a business email address where you can receive important notifications and account recovery information. Personal email addresses like Gmail or Yahoo are not recommended for professional accounts.

  • Password: Create a strong password to secure your account. It should be at least 8 characters long, include uppercase and lowercase letters, a number, and a symbol. Avoid common words or sequences for enhanced security.

3. Terms of Service and Privacy Policy

Before proceeding, you are required to agree to our Terms of Service (TOS) and Privacy Policy. It's essential to:

  • Click on the links provided to read through our TOS and Privacy Policy.

  • Understand the use, storage, and protection of your data, as well as your rights and obligations as a user.

  • Check the box to indicate your agreement. This is mandatory to create an account with us.

4. Account Creation Options

You have two options to finalize the creation of your new account:

  • Standard Sign-Up: After filling out the form, click on the 'CREATE ACCOUNT' button. This will create your account using the email and password you provided.

  • Sign Up with Google: For convenience, you can use your existing Google account to sign up. Click the 'Sign up with Google' button, select your Google account, and authorize the necessary permissions. This option allows for a faster sign-up process and easier account management.

5. Finalizing Account Creation

After you've entered all information and selected your sign-up method, press the corresponding button to proceed. If you chose the standard method, a verification email will be sent to the email address provided. Open the email and click on the verification link to activate your account.

If you encounter an issue where the verification email is not received, please check your spam folder or request another email through the sign-up page.

Troubleshooting Common Issues

Here are solutions to some common issues you might encounter:

  • Email Not Received: Check your spam/junk mail folder. Ensure that you entered your email address correctly.

  • Password Requirements Not Met: Make sure your password meets all the stated requirements. If you continue to have issues, use a password manager to generate a compliant password.

  • Technical Errors: Clear your browser cache and cookies, or try using a different browser or device.

Contacting Support

If you require additional help or have questions about creating an account, our customer support team is here to assist you. You can reach us by:

Thank you for choosing ClosingDealz. We're excited to have you on board and look forward to supporting your business growth.

Last updated