1. G ETTING S TARTED M ANUAL

2. F OR A CCOUNT M ANAGER

3. 4 STEPS TO GET STARTED A CCOUNT M ANAGER - D ASHBOARD

4. S ET - UP FOR AUTOMATIC E - MAIL UPDATES A CCOUNT M ANAGER - D ASHBOARD

5. C REATE YOUR TEAM STRUCTURE A CCOUNT M ANAGER - D ASHBOARD

6. H OW TO GET YOUR CLIENT ( S ) ON BOARD

7. M ANAGING Q UICK L INKS

8. W HAT ARE QUICK LINKS ?

9. H OW TO ADD QUICKLINKS FOR EVERYONE ?

11. F OR A CTIVITY OR PROJECT M ANAGER ( S )

12. H OW A MANAGER CREATES AN ACTIVITY

13. A CTIVITY D ASHBOARD

14. B UILD ACTIVITY TEAM

15. C REATE FOLDERS FOR FILE STORAGE

16. C REATE SUB - ACTIVITIES OR TASKS

17. SUB - ACTIVITIES OR TASKS DASHBOARD

18. T IME LOG / TIME SHEET

19. F AVOURITES

20. W HAT ARE FAVORITES ?

21. A DD TO FAVORITES ?

22. M ANAGE YOUR FAVORITES …

23. Thank You