Continue after your Pixie CRM trial installation

Use My Account after a successful trial installation, follow the new-client walkthrough and open the correct CRM workspace.

Before you start

• Wait until the trial installation reports that the workspace is ready.

Follow the steps

1. On the successful installation screen, check the organisation name and trial status.
2. Choose My Account beneath the ready message. The account area opens in a new window or tab.
3. Follow the new-client walkthrough video beneath the button if you want an introduction to the installed CRM.
4. In My Account, choose My Apps / Software and open your Pixie CRM workspace.
5. Verify the organisation shown in the CRM before adding customer or business records.

Check the result

• You can return to My Account for invoices, subscriptions, support and account security, and use the CRM workspace for day-to-day business records.

If something is different

A window does not open

Check the browser's blocked-window notice for the My Account action.

My Account opens but the workspace is unavailable

Review My Apps / Software and Subscriptions. Use the displayed status and available retry action; contact support if the same message persists.

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