Logging In

The InsideSales.com login screen is the main entry portal to your system. Every InsideSales.com customer will have a separate, unique web sub-domain with an associated URL, for example,

https://mycompany.insidesales.com

InsideSales.com Main Login Page

If you do not see the proper log in screen, verify that you have entered the URL correctly. If necessary, contact your system administrator to verify that you have the correct URL for your company.

To proceed, you must log in to the system by providing a valid user name and password.

To log in to the System:

In the InsideSales.com log in screen –

1. Type your user name in the User Name box.
2. Type your password in the Password box.
3. Select the language and theme that you want to use (if applicable).
4. Click the Log In button.

If you cannot log in:

• Verify that your username and password were entered correctly. User names and passwords are case-sensitive.
• Contact your system administrator to verify that you have the correct username and password combination.
• Your account may have been disabled. Contact your system administrator.

Security Timeout
For security reasons, the system will automatically log you out of the system if you do not perform any functions for a period of time. By default, the system will log you out after 30 minutes have elapsed without any activity (this feature can be turned off, or the time period changed from within the system).

When you are ready to resume working with the system, click any button on the screen. The system will automatically reload the login page for you. Optionally, you can also close any open browser windows and re-load the log in page manually.

Managing Your Password
When you are first given access to the system, your administrator will provide you with a password. For security reasons, you should change this password to a setting that only you know. Ensure that you choose a password that is easy for you to remember, but difficult for another person to guess.

You can change your password at any time. It is a good idea to change your password occasionally.

To change your password:

1. Go to the Admin tab
2. Click the Personal Information link.
3. Click the Change Password dialog box, type your new password in the New Password box, and again in the Confirm Password box.
4. Click the Save button.

If you forget your password, you must contact your system administrator, who will reset it to a temporary password. You should then log in to the system, and change the password to a value of your own choosing, according to the procedure described above.

Logging Out of the System
When you are finished working with the system, you should always log out of the system rather than just closing your web browser.

When a user logs out, the system performs several ‘clean-up’ procedures, and then automatically returns the web browser window to the Login screen.

Click the Logout link in the top right hand area of the screen.
If desired, you may now close the browser window.