Setting Up Your Simple CRM - AddressTwo

Your simple guide to getting started in

AddressTwo’s simple CRM.

What’s in Store?We’ll walk you through our setup wizard including:• Signing Up• Segmentation• User Logins• Sender Profile• Adding Contacts• LaunchPLUS Where to go for help after setup.

Signing Up…

YOUR CRM STARTS HERE

Fill out every field in the sign up form. Help us know you better.

We ask you for your business type to better

serve you!

Getting Started: The Setup Wizard

Segmentation1

Segmenting your database helps you to organize your customers. In AddressTwo you can categorize them two* ways: by the products they buy from you and/or the status they have in your company (customer, lead, former customer, etc.).

*Other custom segmentation options are available, but these are what you will start with in the setup wizard.

Primary ProductThis drop down will contain the different product types your customers buy from you. You’ll fill it in with your business’ product types. Here are some examples from different businesses:

Insurance type

• Auto• Home• Life• Health

Primary Product

• Screen Printing• Embroidery• Promotional

Items

Spa Services

• Manicure• Pedicure• Hot stone

massage• Facial

Customer StatusHow do you classify the status of your customers? You probably use terms like lead, prospect, hot lead, customer, and former customer.

Customer Status*

• Customer• Lead• Disqualified• Former Customer

Client Status

• Current Client• Prospect• Disqualified• Former Client

Customer Status

• Current• Hot• Cold• Former

*These are your default values.

User Logins2

Anyone in your company can have access as one of AddressTwo’s unlimited users, but you’ll need to create a user login* for them here.

*You’ll want to send them their username and password so that they can access the system.

Advanced Settings:• CC tasks to- You can

have a task list for each user CC’ed to you or another supervisor. This is one of many reporting measures in A2.

• User Role- There are four different user types you can assign to each user. The graphic on the next slide will explain.

Restricted UserRegular UserSuper UserAdministrator

All access to change and

delete all data and change

settings

Can see and delete all data

Can only see data they have been

assigned

Can see assigned data

Can delete assigned data

Cannot delete any data

Cannot change settings

Cannot change settings

Cannot change settings

User Roles:

Sender Profile3

Your sender profile is how you will send marketing emails in AddressTwo. It’s important to set it up so that you can start using it once you’re in the system.

Adding Contacts4

Here you will add three of your primary and important customers. Who is fresh in your memory that you will need to follow up with in the next month or so of using AddressTwo?

+Additionally, this is what the “NEW” button looks like in AddressTwo. It’s located at the top center of your dashboard for when you need to add new contacts individually later.

Launch5

Whether you add the rest of your contacts individually or through a CSV file (now or later), you are ready to launch directly onto your dashboard and begin using AddressTwo.

CSV• It is important that all of your

data be CLEANED before it is uploaded. Clean means: All data neatly in columns One contact per row No empty rows All column headers labeled

Dashboard• Adding contacts from your

dashboard is as simple as clicking the “NEW” ( ) button at the top/center and filling in as much information as you can about each contact and account you want in your AddressTwo system.

+

Help Beyond the Slideshare…

Tutorial VideosSetting up your AddressTwo account doesn’t have to start and end here. Our support staff is always willing to help through online tutorials and weekly training sessions.

CLICK the Image to go directly to our video tutorials

on our website!

Weekly Training Sessions

To help you help yourselves, we offer

weekly training sessions every

Wednesday at 3pm EST. These training

sessions are so vital for getting started

that we are willing to offer you a deal!

Come to two training sessions during

your 14 day free trial or within the first

month of paid service. Then we’ll give

you your second month COMPLETELY

FREE.

CLICK HERE to go to registration for our training sessions!

Always here to help!

Email

support@addresstwo.com

or call us at 317-594-9550

if you have any specific

questions! We offer you

unlimited support for our

system, so feel free to

reach out to us at any time.

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