This page will demonstrate what to do first and I few handy links you should keep handy.
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Step-by-step guide
- Make your site live!
- Update your domain name servers.
- In order for your site to work properly you must use our name servers. This is done at your registrar (where you purchased your domain name) i.e. godaddy, 1and1, etc
- Gain access to the admin back end (this is where you manage everything related to your site)
- Login to your administration panel admin.yourwebsiteaddress.com
- The first thing you should see is the Usage Agreement. You must read over and accept the UA before the system will allow you to proceed.
- Get familiar with the help area!! (all import links are located here)
- The help area is located in the upper right hand corner of your admin section
- Brief breakdown of the help area
- Getting Started: Short tutorials that will walk you through the setup process like uploading your logo, setting your company variables, adding staff members and things of that nature.
- Training Videos: Training videos on how to do various things within the software.
- Turn Off Tooltips: Turns off the tool tips that are displayed throughout the software. Tool tips explain what various things are with short sentences.
- Usage Agreement: Shortcut to the usage agreement for quick reference.
- KB: Link to the knowledge base. The knowledge base is where you are right now!
- Support Response Time: Gives a breakdown and explanation of issue related severity levels to assist you with selecting the proper severity level when submitting a support ticket.
- Open Support Ticket: Link to the support ticket system.
- Setup Progress: Percentage/Progress of your setup. This does not have to be 100%!
- The help area is located in the upper right hand corner of your admin section
- It Is Time To Get Started
- The first thing you want to do is go to the help area and click on Getting Started and complete all of the Step By Step Training Tutorials.
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Your contact list must be formatted exactly how it appears in the demo and include all fields to import correctlyAlways check the knowledge base for assistance before submitting a support ticket. |
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