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Accepting Your SalesAi Invitation

Follow this guide to successfully accept a system invitation and complete the necessary registration fields for your new account. 

Scroll through the steps below to successfully accept your SalesAi invitation. 

 

Not a visual learner? No worries! Follow the steps below:
  • Open your email provider (Gmail, Outlook, Yahoo, etc.) and locate the invitation email from System with the subject line:
    “(email) invited you to join SalesAi.”
  • Open the email and click the neon green Accept Invitation button.
  • Enter your first and last name.
  • Your email address will already be filled in and cannot be changed.
    If you need a different email, a new invitation must be sent.
  • Create a password that:
    • Is at least 8 characters
    • Includes uppercase and/or lowercase letters
    • Includes a number and/or special character
      Then click Continue.
  • Once your account is created, you’ll be redirected to the SalesAi My Agents page.
    Bookmark this page for easy future access.