What Do I Do First?

We have designed IXACT Contact so that nothing needs to be configured and no training is required for you to get started.  We encourage you to jump right in and start using all the valuable easy-to-use features.

However, here are some of the things that you should consider doing when getting started with IXACT Contact:

·       Change your password to something you can remember (see Changing Your User Profile Settings).

·       Import Contacts from another software program

·       Set up your email header (see Setting Up Your Email Header) and create a signature for your emails and letters (see Creating a Signature for Your Emails and Letters)

·       Set up your Monthly e-Newsletter (see Customizing the Current Monthly e-Newsletter Issue)

·       Set up your default letter margins (see Changing Your User Profile Settings)

·       Sign up for our Wireless Synchronization Service in order to synchronize your IXACT Contact information with your  iPhone, Android, BlackBerry 10, or Windows Phone

·       Set up website lead capture (see Capturing Leads from Your Website)