| User's Guide and Internet Web Browser |
| License, updates, and support |
 | A few concepts... |
| Linking |
| Personal Storage |
| Getting started...a few important first steps and things to know |
| Setting your Preferences |
| Setting up a database in Personal Storage |
| Setting your email account |
| Setting up AutoDial to use your computer's modem |
| Managing Deals |
| Deal screen layout |
| Managing pipeline files |
| Advanced: Selecting pipeline files |
| Merging Deals into one pipeline |
| Deal List |
| Managing how your deals are displayed |
| Filtering Deals and Show/Hide Deals |
| Selecting Deals |
| Adding or editing a deal |
| Changing the Deal form layout |
| Managing links |
| Deleting Deals |
| Managing Contacts |
| Contact screen layout |
| Managing sales pipeline files |
| Merging Contacts into one pipeline |
| Importing Contacts |
| Contact List |
| Managing how your contacts are displayed |
| Hide / Show Contacts |
| Selecting Contacts |
| Advanced techniques for selecting contacts |
| Adding or editing a contact |
| Changing the Edit form layout |
| Managing links |
| Name format |
| Changing several contacts |
| Deleting contacts |
| Sending email and documents to your contacts |
| Creating documents for your contacts |
| Using mailmerge fields to personalize your documents |
| Sending email to your contacts |
| The message form's Send To/Attachments expandable panel |
| Creating personalized emails |
| Creating appointments or tasks linked to contacts (copy) |
| Creating email and letters that are not for a contact |
| Sending an email |
| Creating an appointment or task |
| Calls and Research |
| Call a list of contacts |
| Contact research |
| Finding email addresses using Internet searches |
| Call a contact |
| AutoDialer via a modem |
| Auto-Dialing Technical Notes |
| Technical Requirements and Specifications |
| Modem AT Commands |
| Managing your campaigns |
| Personalizing Scripts |
| Managing Call Results |
| Managing time, tasks and expected dates |
| Managing the calendar |
| Creating and managing your appointments |
| All day and multi-day appointments |
| Deal Expected Dates |
| Reminders and start of appointments |
| Creating and managing tasks |
| Personal Storage |
| Using Personal Storage |
| Connected Operations |
| Ping Diagnostic |
| Links |
| Opening Linked Items |
| Deals: Show Linked Contacts |
| Linked Appointments |