Managing Your Contacts
This is the first video you should watch.
GETTING AROUND THE SYSTEM
Shows different ways to navigate the system.
A detailed tour of the contact record screens.
Use your iPhone or Android Video
Set Up Your Database
Set up your database to work w/ groups
Working with Contact Groups
How to work with ClientTouch
How the to-do functions work.
WORKING WITH YOUR TO-DO LIST
Manage your To-Do’s from your To-Do List.
How to use your Dynamix Pro Calendar
Add Picture to Contact Card
Add your client or prospects picture
Your Referral Tree
Shows how the Referral Tree is created
Contact CARD File Attachments
How to attach files to a Contact Card
Connect your contacts by relation.
Pinning Important Notes
“Pin” important notes to the contact card
Social Media Links