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TRATA CRM

Log in

Use the login ID and password your admin gave you.

Keep me logged in on this device

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TRATA CRM

Create your admin login

This screen appears only once. Choose the login ID and password you'll use from now on.

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TRATA CRM

Do today

Pipeline

What leads want

Lead	Priority	Status	Needs	Follow-up	Assigned	Came in

Team members

Add team member

Full name Login ID Role Password (min 8 characters)

Share the login ID and password with them privately. They can change the password after logging in.

Real-time leads from Meta (Instagram & Facebook forms)

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In your Meta app → Webhooks → Page

Callback URL Verify token

Paste from Meta

App Secret Page access token Page ID (optional)

Add lead

Name Phone Source Business type Needs Wants to start Assigned to Notes

Change password

Current password New password (min 8 characters)