Managing Your Contacts
– The is first video you should watch. This video will get you started.
– Shows different ways to navigate the system.
– A detailed tour of the contact record screens.
Set up the Database so it Thinks Like You!
– Set up your database so you can easily work with your groups
Working With Your Contact Groups
– What you can do with a group of contacts.
– Using your calendar.
– How to create letters and emails.
– How the to-do functions work
– Related Contacts can be friends, business relations, family, etc…
Working with Notes
– “Pin” important notes ot the contact card
– All about your Monthly Newletter.
– Learn how to use Landing Pages (Squeeze Pages) to collect email addresses.
Audio Messages for Your Website and Web Forms
– Add audio to your Website and Landing Pages.
– Use the Birthday Assistant to help you remember your important client’s special day.
Mail Merge Your Contact Data Into A Letter
– Learn to use Mail Merge to get your Contact Data Into a letter or email.
– Use email autoresponders to automatically follow-up with clients.
Email Headers and Footers
– Use an email footer to automatically populate youir email signature.
– Learn how the system looks at email addresses.
Real-Time Email Analytics
– Track the success of your individual emails and your email campaigns.
Add a Link Inside an Email
– Add a hyperlink in your email
Contacts Already Opted-in
– What if you bring contacts over from another system and they have already given you permission to se
Email History for a Contact
– See all emails to and from a contact
How Do I…
Access the System on my Smartphone
– Use your iphone or Android
Add a Contact
– Add contacts to the database
Add a Picture or Attachment to a Contact
– Add a Picture or Attachment to a Contact
Customize my Contact List
– Change the columns you see in your contact list
Customize the System
– Make the database think like you do
Import my Contacts (Advanced)
– Importing notes with your contacts
Import my Contacts (Basic)
– Importing contacts from another system
Save my Advanced Searches to the Home Page
– Save your searches for quick access
Enter a Second Mailing Address
– What to do with a second mailing address for a contact
Get my Mailing Labels to Line up Perfectly
– Perfect Mailing Label Printing
Handle Duplicate Contacts
– What to do with duplicate contact records
Add Videos into my Web Forms
– Embed videos in your landing pages and web forms
Insert an Image into an Email or Letter Template
– Make your emails stand out – Add an image
Login When I have Forgotten my Password
– Resetting your password
Start a to-Do Plan on a Future Date
– Learn how you can start a to-do plan on a date in the future.
Use the Agenda Assistant
– Using the Agenda Assistant to get reminders of Appointments and To-dos