Tutorials

LINKS TO OUR NEW VIDEO and PDF TUTORIALS.  Work in Progress ~ don’t see a topic you need assistance with, contact us to schedule a GoToMeeting Session for us to help answer your questions.

• Welcome message from our Founder
• Product Overview
• Dashboard
  • Inserting – Deleting a Contact/Project
  • Copying an Existing Contact / Project
  • Sorting-Filtering
    • Ascending
    • Descending
    • Clear Sorting
    • Clear Filters
  • Filtering (the small arrows in the corner of each column header)
    • Clear Filters
  • Columns to Display
  • Import – Create Multiple Contacts / Projects from an outside data source
    • Create – My_W5T_Imports_Template  
  • Exporting Data Overview
    • Option 1 – creates blank import template
    • Option 2 – export all Dashboard info to single .csv file
    • Option 3 – exports each contact to it’s own .csv file
    • Exporting from Contact/Project page – to save entire note history
• Settings Page Overview
  • Defining Category, Status and Priorities
  • Defining 8 User Column Names
  • Follow up and Last Contact Date / Color Settings
  • Enabling W5T Cloud
• Contact Page
  • Edit Contact/Project – Adding a Note
    • Editing information
    • Adding a note
    • Deleting a note
  • Formatting your information
  • Formatting your notes
  • Editing your notes
  • Export a contact
  • What can be displayed on Dashboard vs. What Can’t
  • Resource Tables
    • Additional Contacts
    • Hyperlinks
    • Other Client / Project Information
• Enabling Macros
• Using the Find Feature
• Introduction to W5T Cloud
• Logging into SYNC
• W5T Cloud  Introduction (for mobile devices)
  • Logging in
  • Viewing Your Contacts / Projects
  • New Additions
  • Quick Actions (Website, Call Office, Call Cell, Text Cell, Email, Navigate)
  • Details
  • Making Edits
  • Notes – viewing existing
    • Adding notes
      • Dictate
    • Editing notes
  • Manager
    • Manager Users
    • Contact Table
  • Refresh Data
  • Pinning to your Desktop