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SETUP GUIDE

Connect. Set Up. Get Ready.

Follow these simple steps to get your CORTEXA workspace ready. Create an account,
activate your workspace, log in, connect your lead sources, invite your team,
and start working in minutes.

Dashboard Preview

6 Simple Steps to Get Started

Follow these steps and your CORTEXA workspace will be ready to manage leads,
automate follow-ups, and organize your business.

1

Create Your Account

Sign up in less than a minute. No long forms, no hassle. Prepare your CORTEXA workspace.

Account setup
2

Complete Checkout

Choose your plan and complete checkout to activate your CORTEXA account.

Billing setup
3

Log In to Your Dashboard

Access your CORTEXA dashboard and explore your new command center.

Dashboard access
4

Connect Your Lead Sources

Connect your websites, WhatsApp, ad accounts, listings, and more to start capturing leads.

Connect sources
5

Invite Your Team

Add team members, set permissions, and assign roles so your team can collaborate smoothly.

Team setup
6

Start Closing More Deals

Use CORTEXA to organize leads, manage follow-ups, track pipeline activity, and close more deals.

Start working
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Need Help Getting Started?

Our support team is here to help with setup, access, imports, integrations, and workflow preparation.

Live chat support
Step-by-step onboarding
Workspace setup guidance
Tip: The basic setup is designed to be quick and straightforward.
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