The Paperless Agent

Getting Started with Campaign Director 5

• Launch Your First Campaign
• What is the ToDo List? - Milestone Activities
• Where Do I Connect My Social Media Accounts?
• Where Do I Upload Contacts?
• What Is The Hotsheet?

Social Media Accounts 13

• Having Trouble Connecting Your Social Media Accounts?
• Navigating Facebook's Professional Dashboard & Linked Accounts Settings
• Is Your Instagram Account a Business Account?
• Review Account Connection ("Confirm Access") for Instagram
• Are You an Owner/Admin of the Facebook Business Page You Are Trying to Connect?

View all 13

Campaigns 7

• Browse View & Previewing Campaigns
• Launch New Campaign
• Your Campaigns View
• Active Campaigns
• Customize Blog Post

View all 7

Contacts Manager 6

• Manually Add a New Contact
• View and Edit a Contact
• Import Contacts via File
• Delete a Contact(s)
• Download a Contact(s)

View all 6