An account with no business is asked to create one
Opening the CRM without a business now leads to Create New Business, with a short explanation, instead of an error page.
Product update 1 min read
What changed
Signing in with an account that does not belong to any business, then opening business settings or another CRM page, used to show a "page not found" error. The same account is now taken to Create New Business, and the form explains that a business is needed before the CRM can open.
An account that already belongs to a business is unchanged: settings still open that business.
How to use it
- Sign in with an account that has no business yet and open the CRM. Create New Business opens, with a note at the top.
- The same form opens from Business profile under Business settings, and from the other CRM pages, instead of an error.
- Fill in the business and save. Business profile then opens that business.
Good to know
- The note is shown in the language of the account.
- Someone who already works in a business is not sent to this form.
- A guest invited into a project still cannot open business settings; that page says access is refused and offers the dashboard.