Getting Started Using Liferro

Liferro has so much functionality; people often wonder where to begin. It depends on your need and what you're trying to accomplish. I suggest importing contacts. (See article on importing contacts).

If this is too much of an effort, you can quickly build a contact list by using Liferro Email. When you receive a message, file it. This creates a contact record as well as saves the email to the contact.

Liferro is designed around activities. Sometimes activities are associated with a project and sometimes not but usually something has to get done by somebody. Start slow, with a task that you usually assign verbally and create the task in Liferro using the "Create Activity" function. Assign this activity to someone else using Liferro in your company. You can also keep other members abreast of the activity by selecting them in the "Employees Involved" section. Each time the activity is changed, each person involved receives an e-mail highlighting the changes.

Once you start creating activities and contacts, it's only a matter of time before you're adding invoices, surveys, products and creating an online store.