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Activating New Lead Gen & CRM Accounts

Article: 000050453
Updated: June 24, 2024

To use a Lead Gen & CRM account, you must first verify your account, accept the Terms of Service, and provide a legitimate postal address.

 
Users:
Administrators 
Company Managers  
Marketing Managers  
Sales Managers  
Salespersons  
Jr. Salespersons  


Verifying Email Addresses and Entering Passwords

New accounts must verify the email address that was entered to create the account. New accounts must also create a valid password when first using Lead Gen & CRM. The account verification link you need is sent in the "Welcome" email.

Note: If you would like to set up an Agency account, please contact partneradvocate@constantcontact.com to get started.

To verify new accounts and create a password, open a new tab in your web browser.

  1. Check your email. 
  2. Look for the the Lead Gen & CRM account verification email.
  3. Click Get Started or Set Up Your Account in the account verification email.
  4. Enter a password for the account. Passwords must contain one number, a minimum of 8 characters, and cannot contain any easily guessable words.
  5. Click Create Password or Continue.
Important: Once the account has been created, to login again in the future, use your username and password. If the username is unknown, Administrators who create accounts can see and verify what each user's username is. Contact the account administrator for help. 


Accepting the Terms of Service

Once you have verified your account, you will need to accept the Lead Gen & CRM Terms of Service in order to use the application.

To accept the Lead Gen & CRM Terms of Service, do the following:

  1. Open a tab in your web browser.
  2. Navigate to constantcontact.com.
  3. Log in to the Lead Gen & CRM application. 
  4. Read through the Terms of Service in the window that appears.
     
    Note: If you are not an administrator and log in prior to accepting the Terms and Conditions, you will see a message stating that the user agreement has not been accepted.

  5. Click the authorization checkbox.
  6. Click Accept User Agreement.

If you need help with this setup process, Constant Contact offers Professional Services to assist with setting up and configuring the application.



Completing Company Information

After you accept the Terms and Conditions, you will be directed to a page where you are prompted to complete your company information. This information will be used in complying with the CAN-SPAM Act, as this is required in order to use Lead Gen & CRM.

Important: Make sure all of the required (*) fields are filled out. If you leave a required field blank, then you will have to re-enter all of the information again. To complete your company information, do the following:

To complete your company information, do the following:

  1. Click Add Company Info.
  2. Fill out the following fields in the Company Information section with legitimate information:
    • Company Name
    • Street
    • City
    • State/Province
    • Zip Code 
    • Country
    • Currency
  3. Fill out the following fields in the Agency Information section with legitimate information:
    • Website URL
    • Support URL
  4. Fill out the following fields in the Office Information section with legitimate information:
    • Start Time
    • End Time
    • Time Zone
    • Phone Number
    • Email (Technical Contact) 
    • Full Name (Billing Contact)
    • Email (Billing Contact)
    • Full Name (Technical Contact)
  5. Click Save Settings.

Deactivating a Lead Gen & CRM Account

Note: If you’re looking to deactivate a Lead Gen & CRM instance, get in touch with our billing support team for assistance. Email crm-billing@constantcontact.com to begin the process.


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