Want to set your FreedomSoft account up for success? If so, scroll down and look what we have planned out for you! After chatting with some successful users, we compiled a list of suggested actions that we saw successful users doing in their first week. Two reasons why this is important:
- Customizing your account with setup, settings, and preferences allows you to own your account while also building a good foundation of knowledge about the software.
- Setting up FreedomSoft with our suggestions allows you to move into using FreedomSoft with confidence. "Your setup is done, time to make some deals".
Your First Week In FreedomSoft
- Sign up for any of our Onboarding Sessions: Register Today!
- 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
- Port over 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