Success

Concepts 9

• Clients and Contacts
• Prospects
• Activity Feed
• Services and Jobs
• Planned Dates vs Due Dates

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Configuration 13

• Finding your business (system-wide) settings
• Setting up email
• Setting up SMS
• How to test a mailbox
• How to enable or disable the sending of email

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Quick Tours 3

• 15 minute workout
• The client list
• The planner

Navigation 6

• Introduction
• Left Hand Menu
• Top Bar
• Shortcuts Bar
• Help Menu

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Importing Clients and Contacts 10

• Why import your clients?
• What goes into the Client import file?
• Example: Import a company and its Directors using registration number only
• FAQ: Can I change the order of columns in my import file?
• FAQ: Can I delete the columns that I don't need or use in my import file?

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