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Your People

Clients, Prospects, Web Leads and Contacts â€” one database, one history per person.

5 videos

Overview of Database Management

Clients, Prospects, Web Leads and Contacts - four lists, and the three filters that make them searchable.

0:48 2

Database Types and Database Settings

Your four Database Types, and the Client, Rating and Lead Type codes you assign across them.

1:01 3

Scan a Business Card

Photograph a card and it fills in the name, company, title, email and phone for you.

0:59 4

Run a Database Report

Filter by your own codes and turn any list into a document you can print or send.

0:40 5

Import and Export Your Data

Bring a spreadsheet in with the columns already named, and take your data back out any time.

0:44

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