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Setting up Your Contact Manager

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Last Updated: October 22, 2009 4:47 PM

Here's the Lowdown: Setting up your Contact Manager is a snap using our Quick Setup. You can use an existing business profile or create a new one.

To Set up your Contact Manager

  1. Log in to your Account Manager.
  2. In the My Products section, click Contact Manager.
  3. In the Contact Manager Account list, click Setup Account for the new account you want to set up. The Marketing Solutions Manager opens to the Quick Setup for Contact Manager tab.
  4. Select an existing profile from the list, or click Create a new profile and complete the following fields:
    Profile Name
    The name of your new profile.
    Email address
    Your email address.
    Profile Type
    Select if you want this to be a business or personal profile. Also, indicate if you want your profile posted to the business directory.

    NOTE: You can update your business registration profile at any time. Log in to your Business Manager or see Managing Your Business Registration Profile for help.

  5. Read the Contact Manager License Agreement, select the check box to confirm, and then click Continue.

    NOTE: The Contact Manager settings control your time zone option and contact view options. You can make changes at this time, or simply save the default settings and make changes later.

  6. To set you Contact Manager settings, complete the following fields:
    Time Zone
    The time zone in which your business resides.
    Add Customer Options
    Indicates how you want the add contact page to display.
  7. Click Continue.

When the Congratulations message displays, click Go To Contact Manager to launch your new Contact Manager account.