Jump Start Step 3

In this step we will REALLY start using the system. You will review a support article, and then carry out the task taught in the article. These will be simple tasks, so while the list below might look daunting, don't fret! You'll be done in 15 minutes or less – I promise. This is a great hands-on learning step.

With all the tasks below you will be working with the contact record you set up in Step 2. That would be... yourself!

Review this article, then do the task

Review the Search for a Contact Help Article.

Task:  Search for yourself 2 different ways.

Review this article, then do the task

Review the Edit a Contact Help Article.

Task:  Change your street address.

Review this article, then do the task

Review the Add a Note Help Article.

Task:  Add a note on your contact record.

Review this article, then do the task

Review the Add a To-Do Help Article.

Task:  Set up a reminder to call yourself in 2 months.

Review this article, then do the task

Review the Make an Appointment Help Article.

Task:  Make an Appoint next Wednesday at 2pm.

Review at least one other support article here

Proceed to Jump Start Step 4.