How To Use Yesware

How to Use
Jinky_Tolentino_How to Use Yesware.pdf
Enter yesware.com on your

browser
Then the Yesware Home page opens
Click Install to Gmail
Then click Add to Chrome
Then Yesware is downloaded
Then Yesware has been added to

Chrome
Click Activate now
Then Yesware asks for access to

your Gmail Account
Scroll down and click Accept
10
Yesware is activated
11
After you install Yesware and

refresh Gmail,
12
youll see the Yesware Dashboard at

the top of your Inbox.
13
After you use Yesware for a bit,
14
Click Events
15
And Recent Events and Tracking

activities
16
Or as a Summary of Events for

Recent Emails
17
Youll see Whos opened your

message
18
At what Time
19
what that Subject Title was
20
Click All Events
21
To show the Device used
22
and Location information
23
And the Recipient
24
When you Compose an email,
25
Click Compose
26
And this window opens
27
And youll see the Yesware toolbar
28
Enter the Recipients name
29
Then the Subject
30
Click Sans Seriff
31
To change the Font
32
Click on the space to close the

Font
33
Click Tt to change the text size
34
Click B for Bold text
35
Click I to slant your text
36
Click U to underline your text
37
Click the A dropdown
38
To select Text Color
39
Or Background Color
40
Click here to Align your text
41
You may Align text to the right
42
Or Align text to the Center
43
Or Align text to the Left
44
Click Number a List
45
to number a list
46
Click here for Bullets on List
47
Put a Bullet below a number
48
Click Indent to left
49
Indent to Left
50
Or click Indent More
51
Indent more
52
Use this to Qoute
53
And this to
Remove Formatting
54
Click Template
55
and this gives you access to your

Template menu
56
Click New to create New

Templates
57
58
You can search by templates, titles,

subjects and bodies
59
Click Ok Thanks to close the

yellow box
60
Click x to close the window
61
Or use the templates that you

recently used
62
Or use your Favorite templates
63
Or click ALL Templates
64
65
You can organize your template by

Category
66
Click x to close the window
67
Click Track
68
Here you can change your

Tracking Preferences
69
Click Change Preferences
70
Enable Tracking Options
71
Then click Save and Reload Gmail
72
Check CRM
73
to enable Yesware to send this email

to CRM
74
Then click Save and Reload to

Gmail
75
Click Remind
76
to set reminders
77
Select the Time and Date to Set

Reminders
78
Then click Confirm
79
Click Later
80
to set emails to be scheduled at a

later date
81
After you have picked a time to

send the email
82
Click Confirm
83
Click Cancel to close the

Schedule window
84
You can also Attach files
85
Insert a Photo
86
Insert a Link
87
And Insert an Emoticon
88
And more options here
89
Then click x to Save and Close
90
Or Delete
91
Going to your account setting

on Yesware.com, click Yesware
92
Then click My Account
93
To show you more detail on

Tracked emails, detailed Reports
94
A place to Rename Template

Categories
95
And features to
Manage your Team
96
If youre a Salesforce.com user
97
You can connect Yesware and

Salesforce
98
This sets up a rich integration
99
That automatically logs your email

activities
100
Against your contact lead

account and opportunity records
within
Salesforce
101
If youre not a Salesforce.com

User
102
Youll have a Prospect Sidebar
103
Where you can

Add your Prospects
104
And track them within Gmail
105
You can set up Yesware to sinc

your emails into your CRM
106
Click Yesware
107
And click Preferences
108
Then this window opens
109
Enable the Compose Toolbar to

track your messages
110
And send them to Salesforce
111
and the Inbox Dashboard is this

part here
112
Where you see your most

Recent Tracking Activity
113
Collapse it and Expand it as you

need it
114
And the 3rd option is the

Event Notification
115
This is a Pop-up notification

thats youll receive
116
once a Tracking Activity has

occured
117
so youll see when people have

Opened your messages
118
Or clicked on your Links
119
Then go to your compose options,
120
then youll see this
121
This is where ALL your Tracking

Preferences will be
122
Turn On Track Opens and Track

Links
123
So youll know when messages

were opened and clicked
links
124
Sender Events and Colleague

Events are both pop-ups
125
generated by Sender and

Colleague
126
You have the option to

Turn it Off
127
if receiving too many emails

which creates too much noise
128
And put your CRM email

address in this field
129
The BCC to CRM can also be
disabled
130
Because you have a full

Salesforce immigration.
131
Yesware will automatically sinc

your outgoing messages into
your CRM
132
But without
Full Salesforce immigration
you have no need for this
133
And finally the

Salesforce section
134
Click the Salesforce button to have

it authenticated
135
It will ask you for some

permissions and have to
authenticate your account
136
Once Salesforce is set up
137
The BLUE Salesforce button

turns Green
138
Enable both Salesforce Sidebar

and Send to Salesforce
139
For you to get the most out of

the immigration
140
Then hit Save and Reload to

refresh all your settings
141
Then you should be ready to

use Yesware
142
Those are the Basics to get you

started.
143
144

How To Use Yesware

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How to Use

Jinky_Tolentino_How to Use Yesware.pdf

Enter yesware.com on your

Jinky_Tolentino_How to Use Yesware.pdf

Then the Yesware Home page opens

Jinky_Tolentino_How to Use Yesware.pdf

Click Install to Gmail

Jinky_Tolentino_How to Use Yesware.pdf

Then click Add to Chrome

Jinky_Tolentino_How to Use Yesware.pdf

Then Yesware is downloaded

Jinky_Tolentino_How to Use Yesware.pdf

Then Yesware has been added to

Jinky_Tolentino_How to Use Yesware.pdf

Click Activate now

Jinky_Tolentino_How to Use Yesware.pdf

Then Yesware asks for access to

Jinky_Tolentino_How to Use Yesware.pdf

Scroll down and click Accept

Jinky_Tolentino_How to Use Yesware.pdf

Jinky_Tolentino_How to Use Yesware.pdf

After you install Yesware and

Jinky_Tolentino_How to Use Yesware.pdf

youll see the Yesware Dashboard at

Jinky_Tolentino_How to Use Yesware.pdf

After you use Yesware for a bit,

Jinky_Tolentino_How to Use Yesware.pdf

Jinky_Tolentino_How to Use Yesware.pdf

And Recent Events and Tracking

Jinky_Tolentino_How to Use Yesware.pdf

Or as a Summary of Events for

Jinky_Tolentino_How to Use Yesware.pdf

Youll see Whos opened your

Jinky_Tolentino_How to Use Yesware.pdf

Jinky_Tolentino_How to Use Yesware.pdf

what that Subject Title was

Jinky_Tolentino_How to Use Yesware.pdf

Click All Events

Jinky_Tolentino_How to Use Yesware.pdf

To show the Device used

Jinky_Tolentino_How to Use Yesware.pdf

and Location information

Jinky_Tolentino_How to Use Yesware.pdf

And the Recipient

Jinky_Tolentino_How to Use Yesware.pdf

When you Compose an email,

Jinky_Tolentino_How to Use Yesware.pdf

Jinky_Tolentino_How to Use Yesware.pdf

And this window opens

Jinky_Tolentino_How to Use Yesware.pdf

And youll see the Yesware toolbar

Jinky_Tolentino_How to Use Yesware.pdf

Enter the Recipients name

Jinky_Tolentino_How to Use Yesware.pdf

Then the Subject

Jinky_Tolentino_How to Use Yesware.pdf

Click Sans Seriff

Jinky_Tolentino_How to Use Yesware.pdf

To change the Font

Jinky_Tolentino_How to Use Yesware.pdf

Click on the space to close the

Jinky_Tolentino_How to Use Yesware.pdf

Click Tt to change the text size