Agent InSite

Documentation & FAQ

Version 2.0

Table of Contents

1. Login 4

2. Main Screen 4

2.1 Description 4

3. My Account 5

3.1 Billing Information 6

3.2 Billing History 6

3.3 Preferences 7

4. Site Wizard 8

4.1 Domain Name 9

4.2 Picture and Logo 10

4.3 Themes 11

4.4 Content Manager 11

4.4.1 Add/Edit Page 12

4.4.2 External Link 12

4.5 Listing Manager 13

4.6 Add Listing 15

5. Stats 16

6. Lead Manager 16

6.1 Description 16

6.2 Add Lead 17

6.3 Contact and Email Groups 17

6.3.1 Add group 17

6.3.2 Update group 18

7. Calendar 19

7.1 Main Calendar 19

7.2 Add Event 20

8. Email 21

8.1 Read Email 21

8.1.1 Message View 23

8.2 Compose Email & Attach Files 24

8.3 Email Settings 25

Figures

Figure 1 Login Screen. 4

Figure 2 Main. 4

Figure 3 My Account 5

Figure 4 My Account – Billing Information. 6

Figure 5 My Account – Billing History. 6

Figure 6 My Account - Preferences. 7

Figure 7 Site Wizard – Contact Information. 8

Figure 8 Site Wizard – Domain Name. 9

Figure 9 Site Wizard – Logos. 10

Figure 10 Site Wizard – Themes. 11

Figure 11 Site Wizard – Content Manager 11

Figure 12 Site Wizard – Add/Edit Page. 12

Figure 13 Site Wizard – External Link. 12

Figure 14 Site Wizard – Listing Manager 13

Figure 15 Site Wizard – Add Listing. 15

Figure 16 Stats – Most Requested Pages. 16

Figure 17 Lead Manager