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