Ok, so you have taken us up on our free trial of the CRM+ Sales Automation Product.

First thing you need to do is customize it to suit your company.

If you are a good writer, this can take about 5 hours to do. Don't worry, you do not need to have it 100% complete before you start experiencing the benefits of the system.

Here are the sections you will need to set up. they are in the order we recommend you set them up for the quickest route to starting to benefit from your CRM+ Sales Automation system.

1. Site Edit - choose a name for your system and a url for it to live on.
2. Website Setup "Introduction" Page - the very first introduction page your prospect will see.
3. First Emails - the emails your prospect will get from you when they fill in the form.
4. Website Setup "Presentation Page" - the words on this page not related to the text message or audio message.
5. Scrolling Text Message - The message your prospects can read if they do not have speakers
6. Website Setup "Enter Details" Page - the page where your prospects will end up entering their contact details and answering your survey questions.
7. Site Questions - where you set up all the questions and answer choices for your survey questions your prospect is asked to answer on the Enter Details Page.
8. Website Setup "Final" Page - the page where you link to your corporate site, or possibly to the place to purchase your product or service.
9. Auto Responders - where you set up your follow up email series.
10. Site Presentation Audio message - where you go to upload your audio message.

Login

First, you will need to login to your back office in order to access the CRM+ setup area.  To do this go to http://www.houraday.com/yourusername and hit the Members link on the left hand menu. (you need to substitute your username after the forward slash that you selected when you enrolled for the free trial or purchased the system)

Put your password in the password field.  Hit submit.

Select Omsys or CRM+ from the left menu in order to access the CRM+ system.

Ok, now you are in.  As it is your first time and you haven't been using the system much yet, you will need to start the process to make the system useable.

Site Edit. 

Click on the Link called Site Edit.

Here you will choose what to name your system and a what URL you want your system to live on. Do this by clicking on the "edit" link beside the delete button on the right hand side of the screen.

In the box under the "Site Name" heading, enter in the site name you wish to call it. this is for your reference only and is mostly to keep straight in your mind which system you are working on, as it is possible to own more than 1 license and control them all from the same area.

In the box under the "SiteURL" select the URL that your prospective customers will go to to start into the sales funnel.

Select the Language you wish to create your site in. This will set the appropriate encoding so your users will see your particular site set up correctly.

Website Setup "Introduction" Page

You can select from an existing setup and modify from there if you like. To do this, please go to the link that says, "Omsys Home", then to "Website Config", then to "Default Setups".

Under Setup name Select the default system you would like to use. Click Update on the right hand side.

While you are here, set up the "Corporate Push" settings at the bottom of this page. If you set it up as allow, that means anytime we upgrade the default setups, your setup will be overwritten and you will lose your changes, but get our newest version. ONLY DO THIS IF YOU HAVE CHOSEN A GENERIC DEFAULT SETUP and haven't done any modifications.

Most clients will select the Refuse selection.

First Emails

Website Setup "Presentation" Page

Scrolling Text Message

Website Setup "Enter Details" Page

Site Questions

Website Setup "Final" Page

Auto Responders

Site Presentation Audio message

A great way to sell your products or increase your business!

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