• 1. Introduction
• 1.1 Creating a shortcut
• 1.2 Adding a new CRM User & Home Panels v3.5
• 2. Contact Management
• 2.1 Adding Contacts v3.5
• 2.2 Editing Contacts v3.5
• 2.3 Contact Notes v3.5
• 2.4 Contact Files v3.5
• 2.5 Emailing Contacts v3.5
• 2.5.1 Mailto: Functionality
• 2.5.2 Validated Email Options
• 2.6 vCards
• 2.7 Importing data
• 3. Search
• 3.1 Quick Search
• 3.2 Advanced Search
• 3.3 Merge Functionality v3.5
• 3.3.1 Creating Templates v3.5
• 3.3.2 Word/PDF Files v3.5
• 3.3.3 Excel Export v3.5
• 3.3.4 Sending bulk emails
• 3.4 Creating & Managing Groups
• 4. Task & Calendar
• 4.1 Tasks via a Contact/Company
• 4.2 Tasks via Calendar v3.5
• 4.3 Share with Outlook via Ical
• 4.4 Share with Gmail desktop & phone via iCal
• 4.5 Share Calendar with iPhone
• 5. Forecasting
• 5.1 Add Targets
• 5.2 Adding a Forecast
• 5.3 Adding Actuals
• 5.4 Forecast Reports
• 6. Client List
• 6.1 Review
• 7. Event
• 7.1 Event Setup
• 7.1.1 Targets
• 7.1.2 Offers & Options
• 7.1.3 Surveys
• 7.2 Building Data
• 7.3 Event Homepanels
• 7.4 Appointing Data
• 7.5 Event Day Preparation
• 7.6 Presentation Matrix Tool
• 7.7 Event Reports
• 8. Record Security (In Progress)
• 8.1 CRM Options/User Options
• 8.2 Two Factor Authentication
• 9.1 Appendix A
• 9.2 Appendix B
• FAQs

*Bold are sections for administrators/power users.