Welcome |
Every time you sign in, you are greeted by new and very cool information to help you and your navigation options. Here are seven key areas on your home page you should know about:
● There are super handy links to return to this home page, as well as Help, Contact Us, and Log Out at the top of the page.
● iTeleCenter is your personal virtual private phone system (if your system includes this feature). This is the best number to publish on the internet, a Premier tool!
● User Settings gives you access to your various user settings, like your email profile, merged info and notifications.
● Today’s Calendar gives you today’s schedule at a glance. Click Go To My Calendar to access the full calendar.
● Announcements keep you up to speed with any system updates, upgrades, and news.
● Help & Training has all the tips and tricks you need to help you get the most out of the system.
● Recent Activity tells you exactly what your contacts are doing, enabling you to focus on your hottest prospects! The following Activities will be tracked:
● Web Form Submissions
● Returning Site Visits
● Live Chats
● Autoresponder Emails Opened
● Follow Up Emails Opened
● Broadcast Emails Opened
● Autoresponder Emails Clicked Through
● Follow Up Emails Clicked Through (Clicked Through means the recipient clicked a link in the email)
● Broadcast Emails Clicked Through
● PDFs Downloaded (if your website has downloadable PDFs)
● Videos Viewed
How Do I Navigate in the Member Back Office?
The main menu has the following options:
● Click the My Contacts option to go to the Search Contacts screen where you can:
● Search for contacts
● Save searches (you can use the saved search group to send email broadcasts)
● View contacts by category
● Export contact information
● Print mailing labels for contacts
● Print contact information
● Access contact records
● Access advanced contact tools
● Manually add or import contacts
● Add or manage contact category folders
● Create or manage custom contact fields
● Click the Generate Prospects option to:
● Get quick links to your landing pages and home page
● Purchase leads (if your company has a lead store or lead stores available)
● Get banner ads to place on the internet to drive prospects to your personal website
● Create a co-op URL that rotates traffic to multiple members allowing them to share leads
● Manually add contacts
● Click the Sales Tools option to:
● Send an email broadcast
● Open the live chat console
● Go to your video manager
● Manage your personal site (Note, this is where you can activate live chat for your personal site) and upload your personal photo if your site displays a personal photo)
● Access your website traffic reports
● Create a co-op URL that rotates traffic to multiple members allowing them to share leads
● Review pre-written autoresponder emails and create your own autoresponder emails
● Create your own web forms to place on external websites
● Create your own follow up emails and phone scripts
NOTE: The Follow-Up Emails and Phone Scripts that you create will be available to you on the Contact Details page (in addition to any Follow-Up Email and Phone Scripts that have been prewritten for your use).
● Click the Training option to access helpful training topics.