This user guide is designed to help users navigate the system and assist users with certain tasks and functions in TicoonSales.
To start the process, complete the following steps:
1. Select the My Business tab.
2. In the left navigation pane, select Documents.
3. In the Document Search screen, select Add Document.
4. In the Upload Document screen, select the “Contact Template” from the saved location and click the Upload button.
Note: Do NOT select “Private”. Select “Publish”.
5. The uploaded template displays in the Document Search Results pane.
TicoonSales will now retrieve the template.