How To Get Your Own Contact Management System

How to get your ownHow to get your own Contact Management System Contact Management System

Step 1. Join a NetworkStep 1. Join a NetworkStep 2. Get a CRMStep 2. Get a CRMStep 3. Get LeadsStep 3. Get Leads

Example 1:Example 1:

1. Join Windows Live Network1. Join Windows Live Network2. Get Microsoft Dynamics CRM2. Get Microsoft Dynamics CRM

3. Get GEA Leads3. Get GEA Leads

Step OneStep OneJoin Windows Live NetworkJoin Windows Live Network

Step TwoStep Two Get Microsoft Dynamics CRMGet Microsoft Dynamics CRM

Step ThreeStep Three Get GEA LeadsGet GEA Leads

Step OneStep OneJoin Windows Live NetworkJoin Windows Live Network

The best part is, most of you are already a part of The best part is, most of you are already a part of Windows Live Network, even if you were not aware of it. Windows Live Network, even if you were not aware of it.

How To Join Windows LiveHow To Join Windows Live

However, if you haven’t joined Windows Live yet, it is However, if you haven’t joined Windows Live yet, it is very easy to join it. Here’s how:very easy to join it. Here’s how:

Go to: Go to: WindowsLive.comWindowsLive.com and click the tab “ and click the tab “How It How It WorksWorks” ”


That page will explain to you everything that you need to know That page will explain to you everything that you need to know about your Windows Live ID and why it is good to have itabout your Windows Live ID and why it is good to have it

I only want to mention one major reason: I only want to mention one major reason:

You need to have your own You need to have your own Windows Live IDWindows Live ID, in order to access , in order to access Microsoft Dynamics CRMMicrosoft Dynamics CRM with all of your Customer Records that with all of your Customer Records that

we will store for you in there.we will store for you in there.


So, the sooner you get your own So, the sooner you get your own Windows Live IDWindows Live ID, the sooner you , the sooner you will be able to get to your prospects and start creating your own will be able to get to your prospects and start creating your own campaignscampaigns

So, as soon as you finish reading the page on How To Use So, as soon as you finish reading the page on How To Use Windows Live, you should click on the tab “Windows Live, you should click on the tab “Get your ownGet your own Windows Windows

Live IDLive ID”” and fill out the form when you get to this page:and fill out the form when you get to this page:


Step TwoStep Two Get Microsoft Dynamics Get Microsoft Dynamics

CRMCRM

Once you fill out the form and get your own Windows Live ID, you Once you fill out the form and get your own Windows Live ID, you need to go to one of need to go to one of Microsoft Dynamics CRMMicrosoft Dynamics CRM websites and sign websites and sign up for 30 day Free Trial. up for 30 day Free Trial.

You can sign up for the Free Trial at one of the following websites:You can sign up for the Free Trial at one of the following websites:

www.microsoft.com/dynamicswww.microsoft.com/dynamics (USA) or (USA) orwww.microsoft.com/canada/dynamicswww.microsoft.com/canada/dynamics (Canada - English) or (Canada - English) or www.microsoft.com/canada/fr/smb/products/dynamics.mspxwww.microsoft.com/canada/fr/smb/products/dynamics.mspx (Canada - French)(Canada - French)

Or, you can type “Or, you can type “Microsoft Dynamics CRM Online Sign-upMicrosoft Dynamics CRM Online Sign-up” in your ” in your browser window, and you will be forwarded to the Free Trial sign-up pagebrowser window, and you will be forwarded to the Free Trial sign-up page

How To Get Microsoft Dynamics CRMHow To Get Microsoft Dynamics CRM

This is what the page will look like when you arrive there:This is what the page will look like when you arrive there:


At first, you need to select your country from the drop-down menu, At first, you need to select your country from the drop-down menu, and click “Next”:and click “Next”:


The next page will prompt you to enter a combination of characters The next page will prompt you to enter a combination of characters (letters and numbers), so you must enter them exactly as you see (letters and numbers), so you must enter them exactly as you see them and click “Next”:them and click “Next”:


The next page will bring you to a page that gives you two options – The next page will bring you to a page that gives you two options – either either Sign InSign In using your Windows Live ID or using your Windows Live ID or Go and GetGo and Get your own your own Windows Live ID. Since you already have your own Windows Live Windows Live ID. Since you already have your own Windows Live ID by now – go ahead, enter your ID by now – go ahead, enter your UsernameUsername and and PasswordPassword that that you received from Microsoft and click “Sign In”:you received from Microsoft and click “Sign In”:


1 Sign In

The next page will give you an opportunity to choose the type of The next page will give you an opportunity to choose the type of your your SubscriptionSubscription and number of user licenses. Since this is only a and number of user licenses. Since this is only a demo version, go ahead and select “demo version, go ahead and select “Microsoft Dynamics CRM Microsoft Dynamics CRM Online Professional TrialOnline Professional Trial” with 5 licenses and click “Next”:” with 5 licenses and click “Next”:


2 Subscription

You can enter your You can enter your Company NameCompany Name and create its CRM and create its CRM Web Web AddressAddress on the next page and check if the name you’ve selected is on the next page and check if the name you’ve selected is available. If it is, enter the details of your organization, as available. If it is, enter the details of your organization, as suggested and click “Next”. If not, try to tweak it until it gets suggested and click “Next”. If not, try to tweak it until it gets accepted:accepted:


3 Organization Details

Once you finish the Sign Up process, you will be able to access the Once you finish the Sign Up process, you will be able to access the database and see the first page on the inside that looks like this:database and see the first page on the inside that looks like this:

Inside Microsoft Dynamics CRMInside Microsoft Dynamics CRM

This concludes Step TwoThis concludes Step Two

Congratulations!Congratulations!Now you are a Member of Microsoft Dynamics Now you are a Member of Microsoft Dynamics

CRM Online!CRM Online!

Step ThreeStep Three Get GEA LeadsGet GEA Leads

Let’s pick up where we left off – with the Let’s pick up where we left off – with the Get StartedGet Started page inside page inside your CRM that looks like this:your CRM that looks like this:

3 Steps to Install GEA Leads into your CRM3 Steps to Install GEA Leads into your CRM

First, we recommend that you install CRM for your Outlook. This First, we recommend that you install CRM for your Outlook. This way, you would be able to do campaigns without having to log into way, you would be able to do campaigns without having to log into your online CRM account every time:your online CRM account every time:

3 Steps to Install GEA Leads into your CRM3 Steps to Install GEA Leads into your CRM

1 Work with CRM for Outlook

Once you click on Once you click on Download and installDownload and install link in Step 1 of Get link in Step 1 of Get Started page, you will be forwarded to the Microsoft download Started page, you will be forwarded to the Microsoft download page that looks like this:page that looks like this:

Step 1. Download and install CRM for OutlookStep 1. Download and install CRM for Outlook

Scroll down the page and make sure to install the following 2 files:Scroll down the page and make sure to install the following 2 files:

Step 1. Download and install CRM for OutlookStep 1. Download and install CRM for Outlook

Once you download both files, click on Once you download both files, click on First stepsFirst steps link to review link to review how to configure your CRM for Outlook and what to do next. Some how to configure your CRM for Outlook and what to do next. Some steps are easy and you may complete them on your own:steps are easy and you may complete them on your own:

Step 1 of “Get Started”Step 1 of “Get Started”

1 First steps

Other steps might require help of the CRM administrator or an Other steps might require help of the CRM administrator or an advanced CRM user. Please feel free to contact advanced CRM user. Please feel free to contact [email protected]@digitizergroup.com for support: for support:

Step 1 of “Get Started”Step 1 of “Get Started”

1 First steps

We recommend that, unless you are an “advanced” user or an We recommend that, unless you are an “advanced” user or an administrator, you should skip this step altogether for now (you can administrator, you should skip this step altogether for now (you can always get back to it later) and proceed straight to Step 3:always get back to it later) and proceed straight to Step 3:

Step 2. Add your dataStep 2. Add your data

Click on the link Click on the link Video: Invite your teamVideo: Invite your team in Step 3 and watch a in Step 3 and watch a short video on how to invite our Administrator to join your database, short video on how to invite our Administrator to join your database, so that we could upload Canadian and U.S. Leads into your so that we could upload Canadian and U.S. Leads into your database and help you with any other administrative tasks:database and help you with any other administrative tasks:

Step 3. Invite your peopleStep 3. Invite your people

All you need to do is create a user with the name “CRM All you need to do is create a user with the name “CRM Administrator” and email address Administrator” and email address [email protected]@digitizergroup.com Then you can invite that user to join your database and we will be Then you can invite that user to join your database and we will be able to start uploading the GEA Leads for you right away.able to start uploading the GEA Leads for you right away.

Step 3. Invite your peopleStep 3. Invite your people

This concludes Step ThreeThis concludes Step Three

Congratulations!Congratulations!Now you are ready to start getting GEA Leads Now you are ready to start getting GEA Leads

and create your own Sales and Marketing and create your own Sales and Marketing Campaigns!Campaigns!

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How To Get Your Own Contact Management System