1. Creating new account for your executives

Once you have administrator login details and URL sent to you via email, the very first thing required is to setup executive accounts. You can ignore this if you have only bought SINGLE USER Licence, else click on executive link on left hand side and click [new executive] link to create new executive account.

2. The Activity Sheet

Executives can immidiately start accessing their accounts with the login names and passwords created for them. To do this, click on new activity link on the main menu bar.

3. Customizing Contacts Types (Roles)

You can customize type of contacts you deal with, i.e., an Interior Design Company will deal with Clients, Architects, Project Managers etc. this can be configured from Master Database option Contact Types (or Roles)

4. New Companies / Contacts

Leads / contacts / company list is implicitly created from activity sheet. Alternatively, it can be seperately created from the direct links on the main menu bar.

5. Color / Font Settings

Each user can go into the settings link and customize their fonts / themes. These color schemes can be altered by administrator console by clicking on settings again. This will require some basic HTML knowledge.

6. Home Screen & Calander

Home link gives consolidated summary of the follow up activity / pending follow ups / hot leads / To do / Anniversary & Birthdays / Reminders. Follow up's can be filtered by the calender given on Top.

7. My Tables & My Links

With the use of wizard each executive can create his own set of tables, and links. To do this, simply click on add/manage beside calender to add/manage your tables & links.

8. Me, My Team & All

Administrators will be able to create hirarchies of executives while creating their accounts. This can be simply done by choosing {reporting to} field which shows current list of executives. Once created, one can view data of all executives working under him. Administrators can view data of everyone by clicking on All link.