Transcript

Getting Started

Getting set up takes four quick steps.

One, set up your Mail Merge Profile.

Two, get your contacts in.

Three, sort them with categories and tags.

Four, turn on the Agenda Assistant.

Step one is your Mail Merge Profile.

Click your photo and choose Mail Merge Profile.

This is the name, company and address that go on your emails and letters.

Fill it in, then click Save.

Step two is getting your contacts in.

To bring in a whole list, click your photo and choose Data Migration.

Simple Contact Import walks you through it.

To add just one person, open Contacts and click Add Contact.

Fill in what you know, even just a name or an email address.

Step three is sorting them with categories and tags.

Give each contact a category, like Client, Lead or Past Client.

And check any tags that fit, like VIP.

A contact has one category but can have as many tags as you like.

Then, on your Contact List, you can pull up just the people you want.

Pick the Client category.

Now only your clients show.

Add the VIP tag.

Now you see just your four VIP clients.

Step four is the Agenda Assistant.

Go to Automation, then Agenda Assistant.

Check Enable Agenda Assistant.

Choose what to include, like your to-dos, appointments and birthdays.

Enter your email address, and click Save.

Every morning, you'll get an email like this one.

That's it, you're all set.

Each of these steps has its own short video if you want more detail.