Getting Started
10-step implementation plan
- The 10-step plan explained
- 1 - Familiarise with the layout, menus and help
- 2 - Watch the short sub-5-minute videos
- 3 - Configure your own agency setup
- 4 - Set up some basic records
- 5 - Choose a start or conversion date
Accessing Your Account
- Elevate 101 - an introduction
- Sign up for your free 14-day trial
- Your unique account login address
- Log in for the first time
- Help and support arrangements
- If you forget your password
Finding Your Way Around
- The dashboard
- The module selector
- Module dashboards
- Top (main) menu
- Inner (secondary) menu
- Actions, key actions, and options