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How to Create a Site ID

1. Navigate to CRM menu CRM > Sites.

2. Click on the "+ New" button



Enter your Site Name, Domain URL (this field is only for reference), and the Site Title. Under Grant Permission to Users, select the other user accounts within your CRM account that should have access to the new site id. If you would like to sign up for ResponsePay, select Yes. 

Once you enter in your data, click on “Create” to create your new site id. Once a site id is created, you will be automatically redirected to the site options to continue setting up site options. Please refer to the Edit Site Options article. If you selected Yes to ResponsePay, you will be redirected to the application for you to fill out and submit. 



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