Do you want to set up your FreedomSoft account for success from the very beginning? We are here to help!
We compiled a list of actions that we saw our most successful users take within their first week of signing up. Here are two reasons why these actions are so important:
- These actions will help you customize your account and learn FreedomSoft fast.
- These actions will allow you to quickly transition into using FreedomSoft the way it was designed to be used! Then, as soon as your setup is done, it’s time to close some deals...
Your First Week In FreedomSoft
Suggested Actions:
- 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
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