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
- Exporting Data Overview
- 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
- Edit Contact/Project – Adding a Note
- 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
- Editing notes
- Manager
- Manager Users
- Contact Table
- Refresh Data
- Pinning to your Desktop