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Managing Your Contacts : Getting Started
The is first video you should watch. This video will get you started.

Video Transcript

The first time you login to the system you're going to walkthrough a quick and easy Setup Wizard. First you'll come to a Terms of Use and you'll click, I agree, let's get started. Next you'll select your time zone and you'll

complete your Mail Merge Profile. Now your Mail Merge Profile is very important, this is your real name, your real company address. This information will appear on your emails, in your letters and in your newsletters. We'll save it, and now you're in the system. You're going to want to go here and click on Video Tutorials. There is a lot of good information here, short, to the point videos, that will teach you all about the system.

We're going to start here in Settings, in Account Settings, this is the area that you would change your email login, your password, you could change your time zone here, and a couple of different Settings you'll find here. The Agenda Assistant is a great reminder tool, where the system will send you an email each morning reminding you about To-Do's, Appointments, Birthdays and Special Events. Be sure you click here to enable the Agenda Assistant, select what you want to get reminded about, put your email and any other emails you want it sent to, and click save.

The Mail Merge Profile, this is the same on that we filled out when we first got into the system, you would come back here if you ever needed to edit any of the information. An important part of setting up your database is setting up your Categories, your Flags and your Sources. These are fields that will allow you to sort and filter your database later. For example in Categories, at some point in the future you might want to see all of your customers as a group, or all of your prospects. Or, with your Flags, you might want to see everybody who has the Flag, Friends and Family.

Categories, Flags and Sources are easy to work with. I'm going to add a new Flag here and click Save, and there it is. I can also edit one that I have already in here, like this. The difference between Categories and Flags, with Categories you can only have one Category per person, so a person can only be a Customer or only a Prospect. With Flags you can have multiple Flags assigned to a single contact. There are obviously a lot more Settings here to set up but we've got the basics done now and the next step for you is to get your Contacts in here. You can enter them manually or you can import, there are a couple of good videos here called Importing Your Contacts. That's probably the fastest and easiest way to take the next step.

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