Quick & Easy System Tutorials

New Producer Set Up Instructions

How to Set Up Their Bonus Plan and Shortcut (to Access the File)

STEP 1 - ADD THE PRODUCER NAME TO THE SYSTEM

1) Open the Office file to the HOME PAGE and click on the USERS button

2) Type the Producer’s Name in the next blank slot to assign them to a Producer file.

(To the right of the name is which Producer file they will be using)

Notes: You can adjust the preferences as needed to the right of the name.

(We can help with bonus adjustments if needed)

3) SAVE the Office file and CLOSE.

STEP 2 - SET UP THE SHORTCUT TO ACCESS THE FILE

1) Left click on the START (windows button) bottom left of your computer, and then left on the MY COMPUTER icon to open your Drives.

2) Double Left click on your Shared/Network drive (W:)

3) Double Left click on the BONUS Folder to open it up.

4) RIGHT CLICK ONCE on the file icon for your Producer file... (i.e. Producer01, Producer02, etc.)

5) Slide your mouse pointer down to SEND TO and left click (once) on DESKTOP (CREATE SHORTCUT)

6) You will now see the shortcut to the PRODUCER File on your desktop.

7) Double click on it to open it and watch the GETTING STARTED VIDEO.

STEP 3 - DIRECT THE PRODUCER TO REGISTER FOR THE SUCCESS STRATEGIES

New producers (and existing) can WATCH the TRAINING VIDEO HERE

Questions?

Email Support (Quickest) or Call 877-266-8763

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