Once the Manage Set Up Information has been entered, the next step is to enter the information regarding how your business will be marketed into the system.
Click on Marketing tab at the top of the screen and work your way through the following checklist:
Customer Relationship Management (CRM) Information assists in developing marketing plans to improve the profitability of your business, allowing you to target market segments with offers and deals specifically designed with customer's attributes in mind.
Follow the instructions under Categories and Source of Enquiry to enter CRM information.
Follow the instructions under Offline Agents.
Follow the instructions under Distributors.
Follow the instructions under My Website.