Please check out all of these tutorials so you fully understand how to use CSA 2008.
CSA 2008 Overview: The main screen of CSA and what all the buttons are.
The Customer/Prospect Screen: The heart and soul of CSA--where you store your phone ups, unsold prospects and your sold customers.
How to Log a Customer: Explains how to
log a phone up, unsold prospect and a sold customer. You only
have to do this one time for each customer.
How to Complete a Phone Call: CSA
2008 tells you how many people you need to call today. After you
call them, you must complete the phone call to take them from the list.
How to Backup Software: Viruses and hard drive crashes can make your day go bad real fast! Back up your data at least once a week.
How to License Software: The
program you are using is a fully working copy of CSA 2008 but it will
only work for 14 days. After that, it must be purchased for
continued use.
How to Set up your Follow Up: Automated follow up is easy with CSA 2008 but will confuse you if you don't check out this quick tutorial.
Word Processor: How to create your custom letters to send your customers.
How to Schedule an Appointment: Have a prospect that is coming up tomorrow? Schedule an appoinement so you don't forget about them.
How to Schedule a Call: Tried to call someone today? Missed them? Schedule a call and try back tomorrow.
How to Setup your Email: CSA 2008 email
will only with with a POP email account that allows SMTP sending.
If you can access it through outlook express or microsoft mail,
it should work.
How to Use Custom Dates for Monthly Progress:
CSA 2008 has a monthly progress section on the main screen that will
(by default) show you your "month to date" in sales progress but you
can change it to any two dates, like for "year to date" for example.
How to Send Email: You can send it a couple of ways--check out the tutorial to see how.