Initial Access and Navigation

Sign-In: Access CRED with the provided credentials.

Home Dashboard: Upon signing in, users are automatically directed to the Home Dashboard.

Navigation: Access key areas such as Companies and People in the left-side menu.

How-to Guide:

• CRED Overview Video

• CRED Single Sign-On Authentication

• Inviting teammates to your workspace

  1. Navigate to https://commercial.credplatform.com/companies

     

  2. Click this image

     

  3. Click "My Account"

     

  4. Click "Members"

     

  5. Click here

     

  6. Click the "Email Address" field

     

  7. Click "Add Email"

     

• How to manually import and deduplicate companies, people, and more

FAQs:

• Help center & FAQ articles