Transcript M3 Powerpoint

Initial Setup
The URL is movement.com/m3. If that is giving
you troubles, you can also use APP.VELMA.COM.
Username: Email Address
Password: password1
The very first step after logging in, will
be changing your password. Do this
by clicking on My Account and then
Change Password.
Type in the original password - password1.
Then type in your new password below,
confirm the spelling and then select
Change Password.
Next, you’ll want to make sure all your contact
information is correct. Click on My account
and select settings.
If something is incorrect, fill out the
”Change My Information” form.
After submitting the change form,
the average turnaround time is 2
business days. Our developers will
send you a confirmation email once
complete.
How to make Business Cards
Simply click on the Business Cards link
to create new ones.
We have two different options
available, one with a photo and one
without. Click directly on the card to
begin your order.
Your picture will auto-populate if you select
cards with a photo. You will notice that your
information populates correctly on the front
and your disclosure will appear correctly on the
back. Click Next Step.
Select the quantity and click Next Step.
How to create an Email Signature
Simply click on the Email Signature
link to create a new one.
There are two option to choose from. HTML Standard
is with a picture and Plain text is without. By checking
and unchecking the boxes on the right you can decide
which pieces of information you would like displayed.
Once satisfies, copy the signature of your choosing
and paste into your Outlook email account.
Open Outlook and click New Email.
Click on Signatures.
1. Click “New” and name as
Movement Signature.
2. Past info gathered from M3
into blank box.
3. Under “Choose default
signature”, select Movement
Signature from the drop
down list and apply to both
the New messages and
Replies/forwards.
4. Click “OK” to save.
This should produce an accurate email
signature for you.
Importing Contacts
Select the “My Contacts” box on your dashboard.
Select Import Contacts
Select the database you would
like to Import and Upload.
1. Creating an Import name.
2. Verify the column titles matches the
information found in each section.
3. Duplicate Management:
•
None- your list will not be scrubbed for
duplicates.
•
Name Only- your list will be scrubbed against
the current names listed in your M3 contact
list.
•
•
Advanced- a contact with two identical
pieces of information will be skipped.
Overwrite- If you prefer to keep a database
on your desktop that you would frequently like
to update on M3. This will overwrite all the
information for a particular contact with the
newly imported information.
1. Select Upload.
This option will give you the opportunity to choose a referral
partner for each contact.
This option will give you the opportunity to utilize the Star Ratings.
*VERY IMPORTANT*
Assign Contact Type!
Here is your newly updated Contact list.