Creating a Help Center User

Derek Torres
Derek Torres
  • Updated

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.

 

Creating a SalesManager, formerly known as NorthBoundary, Help Center User is important if you want to View Your SalesManager or ServiceTrade Support History. This is beneficial if you use our Help Center and request support often. We highly recommend you create a Help Center User.

Step 1: Sign-In to the Help Center

This is NOT the same login in as your SalesManager Login. If you have communicated with our Support Team in the past, you may already have a Help Center Account. Follow the instructions below to see if you already have a User created.

  1. Go to our Help Center.
  2. Click "Sign In" in the top right corner
  3. Enter your Email and Password.
  4. Click the Sign in button.

Note: If you've communicated with our support staff through email previously, you've already been registered, but you probably don't have a password yet. If this is the case, after you click the Sign In button, click "Get a password."
NB HC Login.png

Enter your Email, and click Submit. You will be sent an email to reset your password.

Step 2: Create a Help Center Account

If you do not have a Help Center user, you can create one.

  1. Go to our Help Center.
  2. Click "Sign In" in the top right corner.
  3. Click "Signup"
    NB-HC-Login.png
  4. Follow the instructions on creating a new account.
  5. Log-in with your new account.

 

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