FAQ: How do I get started?
If you haven't yet signed up for our free 30 day trial, click here
If you have signed up, you can access the site by clicking on "Account Login" above. Your username and password will be emailed to you.
If you are the System Administrator setting up the system...
The most straight forward way to get your system set-up is to work through the options in the Admin Tab.
We have also developed an easy to follow checklist on setting up your system which can be accessed HERE. There is also a discussion document to help your organisation discuss the various customisations you may wish to make available here.
The key task is often uploading your data of leads, prospects and clients. You can let us take the load for you by emailing firstname.lastname@example.org for us to help upload this data for you. You can also find out details of how to upload data through CSV files here.
For users, there is no better way to find their way around than to commit a couple of hours to diving in and learning how this works for you. There is support and help available in the form of tutorial videos and any questions, e-mail email@example.com.
We recommend viewing the video here that gives you an overview.