Start Up Wizard

(Click Topic to view more info. Click Back button to return to here).

The Start Up Wizard walks you through the steps you need to take to get started with ContactTalk. The following steps should have been completed during this process:

1) Completing the MyTable.

2) Creating Inbound and Outbound Email Account(s).

3) Selecting and setting up your VOIP or SIP Provider.

If you did not complete all 3 tasks during setup and you wish to utilize all of ContactTalk's features, you will need to go back and complete these. You can either restart the Wizard by selecting from the Main Menu->Help->Show Start Up Wizard or by going to each table individually.

Edit My Table

Create Email Account(s)

Set Up VOIP or SIP Provider

NOTE: If you are receiving leads via your email account from Networker Central or Cutting Edge Media, these leads will automatically be pulled into the database and entered into the Coastal Opportunity Campaign. The Stage 1 email will automatically be pulled into the Email Queue. Each time that ContactTalk starts, the Global Pause button (located at the bottom left of ContactTalk labeled “Pause All”) is enabled stopping any Action Items from being executed.

You can review the Email templates by clicking the Templates button on the sidebar on the left. Find the Coastal Opportunity Campaign group and right click on each template to view and/or edit its contents. In order for the templates to work properly, you need to have the MyTable info filled out. If you didn’t fill out the MyTable just now using this Wizard, you can now edit the MyTable by selecting from the Main Menu->Tools->Database and Forms->Edit MyTable.

Once you have set up your email account(s), reviewed the Email templates, and filled out the MyTable, you can uncheck the Global Pause button on the bottom left and the Campaign emails will automatically start executing.