Now that you know why you should try MadeMarket, let us help you get started.



How to use the Guide


If you've just created an account, you're in the right place! Take some time to familiarize yourself with this first section of the Guide and try things out in MadeMarket before moving on to the next section.


If you've been invited to MadeMarket by a teammate, you may want to skip the parts where we show you how to onboard your teammates and focus on getting to know key features for getting yourself set up.



Getting started



Let's go over the first things you need to do to set yourself up for success in MadeMarket.


1. SET UP YOUR ORGANIZATION

When you sign up for a new MadeMarket account using your company email address, we'll automatically create an Organization for you.  When your colleagues join MadeMarket using their company email addresses, they will automatically be added to your organization.


2. ADD YOUR CONTACTS TO MADEMARKET

We recommend starting by adding your contacts to MadeMarket.


There are two primary ways for you to add contacts to MadeMarket:



  1. You can Add a Single Contact by clicking the "Create New" button in the header and selecting "contact" from the drop-down menu or by going to My Contacts, clicking the blue plus sign and selecting "Add Single Contact" from the drop-down menu. On the subsequent "Add Contact" page, add a new contact by typing a name or email into the blank field and selecting "Create New Contact" from the drop-down menu.  Note green contacts that appear in the drop-down are already contacts of yours and black names that appear in the drop-down are MadeMarket users that are not yet your contact.  Clicking a black name from the list will add the MadeMarket user to your contacts.

  2. You can Bulk Upload contacts by going to My Contacts, clicking the blue plus sign and selecting "Upload Batch Contacts" from the drop-down menu.  Next, download the provided CSV file template, and populate the file with your contacts exactly as shown in the template file (you must keep the header, row #1).  Each row should represent one contact, and there is no limit to the amount of contacts you may add.  Once you have populated the template file with the contacts you wish to upload, make sure to save the file as a .CSV file.  Finally, upload the CSV file and click submit.  You will receive an email once the upload has been completed.

3. CREATE AN OPPORTUNITY
Opportunities enable you track your new business and client sourcing activities as a team so that you never miss out.



To create a new opportunity go to Opportunities and click the "+" button, complete the required fields on the subsequent page and click "Save."


3. CREATE A DEAL
Deals provide a secure, collaborative place for you to organize and execute your transactions.


To create a new deal workspace go to Deals and click the "+ Add Deal" button, complete the required fields on the subsequent page and click "Save."

4. INVITE YOUR DEAL TEAM MEMBERS
Once you have created an Opportunity or Deal, you will want to invite your deal team members so that they can easily access and contribute to the Opportunity or Deal.

To add a colleague to your deal team, go to your Opportunity or the Overview Tab of your and click the pencil button on the Deal Team tile. Enter your colleague's email address or Name and select your colleague from the drop-down menu or click "Invite."