Does the system create login credentials for clients automatically, so we don't have to create them?


The only instance where the system creates login credentials automatically for a contact is when you send an agreement to a prospect to be signed. If you didn't already create login credentials for the prospect, after the client signs the agreement, the system generates and sends the login credentials automatically and also switches the status of the prospect to active client, so that s/he can login.

In the rest of the cases, the system sends login credentials created by you or by the contact, if they used the Register tab to subscribe into your system. In all messages you can use the $USERNAME$, $PASSWORD$, and $LOGINLINK$ replacement tags to send the login credentials to the client.

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