Getting Started 3

• Viewing Prospects
• Viewing Leads
• Viewing Client Status

Contacts 7

• Importing a List
• Merging Contacts
• Adding Additional Contact Information
• Creating a Prospect or Call List
• How to Use a Search Dropdowns

View all 7

Purchase Service 3

• Sending a Paper Card/Newsletter
• Sending a Thank You Card
• Sending a Birthday Card

Webpage 2

• Editing Your Webpage
• Accessing Your Webpage

Tags 3

• How to Add Tags
• Searching by Tag
• Adding Tags to Multiple Contacts

Color 1

• Updating Color

Sending Emails 2

• Sending a Quick Email
• Sending a Broadcast Email

Account Settings 1

• Updating Your Password

Opportunity Buttons 5

• Viewing Appointments
• Scheduling an Appointment
• Viewing Follow-Ups
• Viewing Birthdays
• Viewing Policy Anniversary

Manage Contact 9

• Scheduling a Follow-Up
• Sorting Contacts
• Personal Contacts and Shared Contacts
• How to Add a New Contact
• Editing Contact Information

View all 9

Newsletters 2

• Viewing Number of Newsletters Sent
• Locating Contacts Who Received a Newsletter

Activity Tracking 3

• Using Activity Tracking
• Using Data Capture
• Viewing Reports

Calendar 2

• Changing Calendar View
• Adding a Calendar Event