How to create a new template

by Andrew17. January 2013 1:12
I have uploaded a new video, showing how to create a new email template from scratch using word. You can watch the video on our YouTube channel –> https://www.youtube.com/user/SalesCycle

Tags: ,

Learning

How to Add your team – the Basics

by Andrew11. December 2012 2:40
We are continuing our ‘How to’ blog series - today’s topic – adding your team members. Got enough credits? Each new account is issued with a free admin account.  To add more members you need to ensure you have enough credits.  Browse to the main admin page to see a tally of your current subscription credits. To learn more about adding credits please see the previous post. In the above screen shot you can see that there are 3 available member credits. Add a new Member On the left admin menu, click on the members link. Click on the ‘Add New Member’ button Fill out the team members details. * the only required field is a first name or last and an email address * As saleslifecycle makes extensive use of mail merging with email templates it is important that the member details are kept up to date. Once you are happy with the member details click on the Add button on either the top or bottom of the dialog box. Confirmation Required Now you can see the new member listed, note the ‘Pending’ status next to the users name. We have now sent a invitation email on your behalf welcoming them to the system. Once they click on the provided link their membership will become ‘Active’.  If they didn’t receive an email, recheck the address used (you can change this via the edit button) and if needed click on the ‘resend invitation’ link near the status.

Tags:

Learning

How to Add a Subscription – the Basics

by Andrew11. December 2012 2:07
When you first sign-up with saleslifecycle.com your first team member is free. As your team grows it is simple to add new team members. Read on to find out how [More]

Tags:

Learning

How to Add a Business Contact – the basics

by Andrew19. November 2012 1:18
In my previous post, I explained how to add an individual contact in a B2C relationship.  Today I'm going to show you how to add a new Business Contact in a B2B scenario. Firstly, we need to add a Business to our account. Step 1.  In the top menu, click on the [+] icon on the right hand side of the ‘companies’ option Step 2.  Fill out the company information.  The only required field is the company name Avoiding Duplicates It is important for any CRM to make sure duplicate records are not made.  We try and warn you of any potential duplicates when you start typing the company’s name Step 3.  Click on one of the ‘Add’ buttons Once the company record has been created, the page will load the company page. Adding a Company Employee Now that we have the company page loaded, we can add the new contact entry. On the Contacts Tab, there is a button called ‘Add Contact’ From here you can add the contact’s information.  The only required field is either the first or last name. If you want to be able to send emails via saleslifecycle we will need at least one email address. I hope this helps. Andy.

Tags:

Learning

How to Add a new Contact – the basics

by Andrew19. November 2012 1:03
This is the first in a series of posts about learning the basics of saleslifecycle.com In this example I will be using the demo account that is freely available online. SLC can handle two types of contacts – Company contacts and individuals Some businesses deal solely with companies and the employees of those companies – this is commonly referred to as a B2B relationship.  Where as some businesses normally deal with private individuals B2C Adding a Individual Contact – B2C   Step 1.  In the top menu, next to the ‘contacts’ option is a little + icon Click on this icon to launch the Add Contact dialog box. Step 2.  Fill out the ‘Add Contact’ form.  The only required fields are a first or last name. Your default territory is already preselected. Step 3.  Click on one of the ‘Add’ buttons Some advanced options You can add the contact’s twitter account if you know it. i.e. @saleslifecycle Step 4.  Once you have successfully added your contact the page will load the contact page. From here you can handle all of your business deals, interactions and add actions etc. Final notes On the contact page you can launch the edit dialog box by clicking on the ‘edit’ button in the top right hand corner.  Alternatively if you just wish to add a phone number, or address you can click on the appropriate links on the page. I hope this helps. Andy.

Tags:

Learning

1st user free
1000 credits

Month List

Feed Subscribe
admin