When an existing customer adds a new contact as their related contact, based on the name and email they have mentioned the customer will be created as a lead in the system.

When the new contacts who is added as a related contact try to sign up, they can directly go to the signup page and click on forgot password and enter their email id

They will receive an email to reset their password. Once they reset their password, they can use their email and new password to sign in

How does the new customer profile look on CRM?


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