A Guide to Launching FreedomSoft
Getting started with FreedomSoft? This guide will walk you through the essential onboarding steps to set up your account for success. These quick actions will help you customize your account, learn the system fast, and lay the foundation for closing deals.
We’ve compiled a list of actions that our most successful users take within their first week of signing up. These actions are important because:
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They help you customize your account and learn FreedomSoft fast.
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They allow you to quickly transition into using FreedomSoft the way it was designed to be used—so you can close deals sooner.
Your First Week in FreedomSoft
Suggested Actions:
- Review Quick Start videos and content: Click HERE
- Sign Up For ALL of our Masterclasses: Playlist HERE!
- Join our "FreedomSoft Mastery" group: Join Today!
- Enter your Account Profile info: Learn How
- Enter your Company Profile info: Learn How
- Customize your Electronic Signature: Learn How
- Upload and Customize your Document Templates: Learn How
- Setup at least one Phone Number: Learn How
- Connect Call Automation to your Phone Number(s): Learn How
Additional Actions, as Applicable:
- Port your phone numbers into FreedomSoft: Learn How
- Import any current Lists, Leads, Buyers, and other data into your account: Learn How
- Add any additional users that you need in your account: Learn How
- Add any additional Custom Fields that you need for your Documents and Leads: Learn How
- Create your Direct Mail Templates: Learn How
- Create your Websites and Webforms: Learn How