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 Contacts at One Time Perform Action Tool: How to Work
With Multiple Contacts at One Time
The Perform Action Tool, Explained. Use to apply 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 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.
