2018 DMS Connect Agent Portal Getting Started.doc

Database Instructions – Table of Contents

Page 2 – Login Page 3 – Start Screen Layout Page 4 – Address Book – View client list Page 5 – Address Book – Edit a client record Page 6 – Address Book – Add a client record, Delete a client record Page 8 – Address Book – Sort client records Page 8 – Export Client List

Questions? Contact Us: P: 780-489-2969 TF: 1-800-309-1747 E: consult@dmsmarketing.ca

1

Made with FlippingBook flipbook maker