G ETTING S TARTED M ANUAL

F OR A CCOUNT M ANAGER

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

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

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

H OW TO GET YOUR CLIENT ( S ) ON BOARD

M ANAGING Q UICK L INKS

W HAT ARE QUICK LINKS ?

H OW TO ADD QUICKLINKS FOR EVERYONE ?

F OR A CTIVITY OR PROJECT M ANAGER ( S )

H OW A MANAGER CREATES AN ACTIVITY

A CTIVITY D ASHBOARD

B UILD ACTIVITY TEAM

C REATE FOLDERS FOR FILE STORAGE

C REATE SUB - ACTIVITIES OR TASKS

SUB - ACTIVITIES OR TASKS DASHBOARD

T IME LOG / TIME SHEET

F AVOURITES

W HAT ARE FAVORITES ?

A DD TO FAVORITES ?

M ANAGE YOUR FAVORITES …

Thank You