WEBVTT

1
00:00:00.305 --> 00:00:06.412
Pixie CRM connects customer records sales
projects finance and support

2
00:00:07.312 --> 00:00:10.815
In this guide we will follow the live trial
registration form and

3
00:00:10.828 --> 00:00:15.776
explain the private verification steps that
follow The example details

4
00:00:15.789 --> 00:00:17.859
are fictional and will not be submitted

5
00:00:23.475 --> 00:00:27.982
Choose the free fourteen-day trial Review the
information on this

6
00:00:27.995 --> 00:00:32.644
page before you begin The trial uses the
administrator-configured

7
00:00:32.657 --> 00:00:37.227
default modules Optional and industry-specific
modules depend on

8
00:00:37.240 --> 00:00:38.751
your agreed configuration

9
00:00:40.977 --> 00:00:45.901
Select Start my free trial to reach the
registration form First

10
00:00:46.135 --> 00:00:49.885
enter the total number of people who will use
this workspace including

11
00:00:49.898 --> 00:00:54.677
its administrator In this example the team has
five users

12
00:00:56.895 --> 00:01:01.689
Enter your full name and company name Use
accurate business details

13
00:01:01.702 --> 00:01:06.051
when creating your own account Check the selected
country carefully

14
00:01:06.259 --> 00:01:09.879
because it controls the relevant phone format and
regional information

15
00:01:10.777 --> 00:01:13.577
We are using a clearly identified training
company

16
00:01:16.186 --> 00:01:19.845
Provide a work email address and a WhatsApp
number that you control

17
00:01:20.745 --> 00:01:24.756
Pixie sends separate verification codes to these
two contact channels

18
00:01:25.654 --> 00:01:29.626
The demonstration contact details shown here are
examples only they

19
00:01:29.639 --> 00:01:32.425
are not used to request codes or create an
account

20
00:01:34.655 --> 00:01:39.358
Create and confirm your secure password privately
Read the terms

21
00:01:39.371 --> 00:01:44.110
and privacy information and continue only if you
agree Use Send

22
00:01:44.123 --> 00:01:48.602
my verification codes when your own details are
ready Enter both

23
00:01:48.615 --> 00:01:52.118
codes privately and follow any approval or
security instructions

24
00:01:52.131 --> 00:01:53.264
shown for your account

25
00:01:55.481 --> 00:01:59.192
After the required verification and approval
steps Pixie prepares

26
00:01:59.205 --> 00:02:03.621
your workspace and applies its configured default
modules Follow

27
00:02:03.634 --> 00:02:08.087
the readiness status on your own screen When the
workspace is ready

28
00:02:08.283 --> 00:02:13.165
use My Account or choose Open Workspace The
dedicated workspace

29
00:02:13.178 --> 00:02:15.223
walkthrough continues from that point

30
00:02:17.458 --> 00:02:21.078
Use the matching Pixie CRM guide in this video's
description for

31
00:02:21.091 --> 00:02:25.325
the written account instructions Continue with
the related setup

32
00:02:25.338 --> 00:02:29.882
tutorials when your workspace is ready Available
options depend

33
00:02:29.895 --> 00:02:32.864
on your plan enabled modules and permissions