GETTING STARTED MANUAL

FOR ACCOUNT MANAGER

4 STEPS TO GET STARTED

ACCOUNT MANAGER - DASHBOARD

ACCOUNT MANAGER - DASHBOARD

SET-UP FOR AUTOMATIC E-MAIL UPDATES

ACCOUNT MANAGER - DASHBOARD

CREATE YOUR TEAM STRUCTURE

ACCOUNT MANAGER - DASHBOARD

HOW TO GET YOUR CLIENT (S) ON BOARD

MANAGING QUICK LINKS

WHAT ARE QUICK LINKS?

HOW TO ADD QUICKLINKS FOR EVERYONE?

HOW TO ADD QUICKLINKS FOR EVERYONE?

FOR ACTIVITY OR PROJECT MANAGER (S)

HOW A MANAGER CREATES AN ACTIVITY

ACTIVITY DASHBOARD

BUILD ACTIVITY TEAM

CREATE FOLDERS FOR FILE STORAGE

CREATE SUB-ACTIVITIES OR TASKS

SUB-ACTIVITIES OR TASKS DASHBOARD

TIME LOG / TIME SHEET

FAVOURITES

WHAT ARE FAVORITES?

ADD TO FAVORITES?

MANAGE YOUR FAVORITES…

Thank You