Select the Signup Links tab at the left. Enter the user’s cell phone number (phone with an enabled browser), or email address.
Choose the Customer label prefix (i.e., the prefix for the specific tag office) for your office, Customer Association – if applicable, the filter version, and (optionally) a specific price package.
Click the proper blue Send button. The user will receive a text message/email from GenTech.
Have the user fill out the form in the text message/email and click the Sign Up button at the end of the form.
New account and new device are now created. Proceed to CRM Setup.