Quick Start Guides

You can view or print the Quick Start guides in two formats:

We recommend using the Adobe files for print quality and speed of download. To open the Adobe .pdf  files you must have the Adobe Acrobat Reader installed. The reader is available from the Adobe site as a free download at:

 http://www.adobe.com/products/acrobat/readstep2.html  

Click the links to open the documents.

Adobe Format

Title

Audience

Setting Up Web Control

Manager Users

Administrative Access

Manager Users

Working with Sales Process

Manager Users

Edit/Export Prospects Information

Manager Users

Working with Prospects

All Users

Add a Prospect

All Users

Auto Manager

Manager Users

Email Auto Response

All Users

Email Templates and More

All Users

Resolve Prospect Sales Representative Conflict

All Users

Letters, Envelopes, Mass Mailing and Labels

All Users

Customer Management for Manager Users

Manager Users

Customer Management for Standard Users

All Users

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Microsoft Word Format

Title

Audience

Setting Up Web Control

Manager Users

Administrative Access

Manager Users

Working with Sales Processes

Manager Users

Edit/Export Prospect Information

Manager Users

Working with Prospects

All Users

Add a Prospect

All Users

Auto Manager

Manager Users

Email Auto Response

Manager Users

Email Templates and More

All Users

Resolve Sales Representative Conflict

All Users

Letters, Envelopes, Mass Mailings and Labels

All Users

Customer Management for Manager Users

Manager Users

Customer Management for Standard Users

All Users

Revised: March 2009