Watch this video to learn how to search your contact records, how to find specific contacts, perhaps those prospects in a certain zip code, those referral sources with email addresses, those clients who purchased in the last 6 months….learn how to search your database quickly.

Search & Deploy now called Email/Print/Post – How to deploy a bulk email: Click Play Below (Approx. 12 min.):

Watch how easy you can send a quick email to your contact(s), add attachments and stay in touch. Click play below:

Watch the video to learn step-by-step how to create and send a bulk email to your contacts, clients or customers.  Create a mass marketing email and in a few clicks send out a message to your clients.

Watch this video to learn how to create and send a bulk email/mass marketing email or use search and deploy.

Watch this video to learn how to import contacts from Excel or other spreadsheets or files.

Learn more about TaskoMatics by watching this video.  Learn how to launch, complete and stop a TaskoMatic.  How to tell if your contact is on a TaskoMatic and more.  (Length 23 min.)

Learn about creating notes for historical information or details about communication with your contacts.  Choose traffic/activity choices to populate your reports.  Learn more about how to property record note and where to find them in your contact records. (Length Approx. 6 min.)