The first time you log in we give you the option to start a tour (approx. 9 slides) in which we show you the basic features of SpinOffice, or the possibility of getting started right away. There are a few these steps that help you to set up your account, by completing them you will be well on track with getting your account configured.
- Import your email: go to your inbox to configure your email from there. A wizard will help you bringing it in. When your account allows IMAP, your inbox folder, sent items and trash folder will be in sync. All emails are automatically linked to contacts in the database and they are stored in the archive of the contact.
- Import existing contacts: from e.g. Outlook, LinkedIn, Google or any other platform that supports an export to .CSV, .XLS or .XLSX format. Other option is the quick import of all your Mac OS X Address Book.
- Invite other database users: in order to collaborate with your colleagues you may invite them into your database. Rights and roles per user can be divided in the Pro edition.