Software Basics
Getting Started
Client Dashboard
- Contact Assignments
- Credit Card / Bank Account Tabs
- Client Dashboard
- Sending an Email via Client Dashboard (Quickmail)
- Scheduling Calendar Events
- Tasks
Contact Origination
- Posting Leads into the Direct Mail Manager via HTTP Request
- Quick Quote
- Querying the Mail Record Database
- Add a Contact
- Setting Up an Import Data Source
- Setting up a Web Form Data Source
Contact Management
- Campaigns
- Exporting Contacts
- Mass Editing Contacts
- Contact Lists
- Mass Edit: Reassigning Leads
- Merging Duplicate Contacts
E-Marketing
Clixsign
SMS
Enrollments / Payments
- Submitting, Approving and Enrolling Contacts
- Graduating Clients
- Cancel Program
- Reset Client
- Enrolling a Contact
- How to Reschedule a Transaction