
First time logging in:
- When you’ve been added to your organization’s workspace, you’ll receive an automated invite.
- That invite will bring you to the sign up page (here).
- If you have any issues logging in, contact support@pryzm.io.
- Integrating your Email and Calendar and changing settings (if applicable and unclassified).
- Orienting yourself to the platform by:
- Building your first Feed in the Capture Module.
- Building your first Company Tracker in the Industry Module.
- Configuring your Records and their Attributes in the Data Models settings for your CRM.
- Adding your first Record from an Opportunity from within the Capture Module.
- Setting up your Pryzm Chat to work as an analyst:
- Use Chat to surface opportunities, budget lines, and government contacts within program offices; take agentic CRM actions; create notes, tasks, and emails; and query Chat for executive reporting.
- Downloading and signing into the Pryzm mobile app on the Apple App Store.