Video Tutorials Please Watch all Videos


Getting Started: The Account Set-Up Wizard, Explained Whether you have completed the account set-up wizard or not, this video will explain each step of the account set-up process to you in detail.



System Overview: Take a Guided Tour of Your System Take a high level overview of each area of your system, and find out where to locate all the tools and resources available to you.



Importing Contacts: Add Personal Contacts and 3rd-Party Prospects into Your System Learn how to import your personal and 3rd party prospects into the system. From formatting your contact data for proper import, to choosing the import option that works best for you, we guide you though the entire process step-by-step.



Exporting Contacts: How to Transfer Your Contacts Out of the System Find out how to export a copy your contacts data out of the system and into a handy .PDF, or .CSV file. Don't worry, we also help you decide which file format suits your needs best.



Sending Broadcast Emails: Keeping in Touch with Your Contacts Do you have a message that you want to deliver to all of your prospects? Learn how to use the broadcast email utility and save yourself the time of emailing contacts individually!



Advanced Search: How to Locate and Organize Your Contacts Based on Criteria You Specify Advanced Search: How to Locate and Organize Your Contacts Based on Criteria You Specify Learn how to use the advanced search tool to locate contacts that meet a wide specific criteria you specify including name, time zone, email, and activity, then save your searches for future use.



Perform Action Tool: How to Work With Multiple Contactacts at One Time The Perform Action Tool, Explained. Use to apps at One Time Perform Action Tool: How to Work With Multiple Contly a task to, or perform an action on a large number of contacts all at once with just a few clicks.



Bookmarks: How to Auto-Customize Your Emails and Phone Scripts Bookmarks: How to Auto-Customize Your Emails and Phone Scripts Learn how to properly insert Bookmarks into your email autoresponder messages, One Touch Emails and phone scrips to instantly personalize them with auto customization.



Email Autoresponders: How to Create and Manage Email Autoresponder Campaigns Email Autoresponders: How to Create and Manage Email Autoresponder Campaigns We show you how to take the hassle out of long term email marketing with email autoresponders. Learn how to create an autoresponder campaign, then walk away and let the system work its magic.



Tasks and Reminders: How to Keep Track of The Details Tasks and Reminders: How to Keep Track of The Details Learn how to create a task and link it to a specific contact if desired, and have the system send you an email reminder.



One-Touch Emails: How to Create and Send One-Touch-Emails We show you how to create and One-touch emails that help you save time by allowing you to setup canned responses that you can use to quickly respond to the most common contact interactions.



Rapid Response Assistant: How to Perform Multiple Tasks with Ease and Auto-Track Your Activity Rapid Response Assistant: How to Perform Multiple Tasks with Ease and Auto-Track Your Activity Learn how to send an email, create a task, manage your contact's campaign enrollment, and manage your prospects while the system tracks all of your activity for you. Learn how to use Rapid Response Assistant to save time while working with your prospects.



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