How you can get the most out of this new feature

If you notice a new feature when you log into your account this week, don't be alarmed.

We've added some tutorials to make your life a little bit easier. Our team is also still here to help you at

Here are a few things you should know about your updated account:

  • We added top menu bar navigation. Don't worry -- it mirrors the same functionality from our left menu bar nav.
  • The Assist Me tutorials will guide you through how to accomplish common tasks. However--not all tasks will be available to you based on your plan. You can reach out to your account manager if you are curious about a tutorial feature in your account.
  • There are some options in your account you should not configure without insight from your Consultant.

Sometimes, you will see a warning like this:

Make sure you have spoken to your Consultant about best practices before editing or making any changes in these sections. In particular:

  • Importing contacts
  • Playing email drip campaigns or social media campaigns
  • Activating or changing CRM settings
  • Editing any features under the Setup, particularly custom field sections

We hope you enjoy these new features. Remember, if you have any questions you should email our team at


Mindmatrix Services
Ph: 412.528.1291
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2403 Sidney Street, Suite 150, Pittsburgh, PA, 15203
Phone: 412.528.1291 | Fax: 412.235.0477