Slide # 1 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. A Moment of Truth … Are you looking for a better way to build your business than card files and Post-It Notes? Have you ever missed a sale due to lack of follow up? What if you paid yourself on April 15 instead of your accountant?

Slide # 2 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Welcome to MLM Easy Money!!! Where Post-It Notes are just something for your kids to play with! Where follow up is guaranteed (and even automated)! Where doing your taxes is as easy as…

Slide # 3 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Getting Your Nails Done! = Doing your taxes!

Slide # 4 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Reconciling and Troubleshooting inventory Tracking payments Filter, Search and Select Making group-level changes setup and operation Scheduling activities Customizing invoices Host referral network Tips and tricks for getting around in the program Topics

Slide # 5 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Reconciling / Troubleshooting Inventory Click on Inventory then on Reconcile: Enter your stock on hand into the Actual Qty column Right click, then left click on Select All (or select individually) Click on Reconcile to have the program make all of the necessary Inventory Adjustments for you

Slide # 6 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Reconciling Inventory (cont’d) Click on Inventory Summary, then right click and left click on Troubleshoot to: Recheck the program’s inventory calculations and Review the underlying Purchases, Sales etc. Double click on any quantity for a detailed report

Slide # 7 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Reconciling Inventory (cont’d) Use the Inventory – Adjustments menu option to adjust the program count to what’s actually on your shelf Additions are added at zero value Withdrawals add the value of the withdrawn product(s) to your Cost of Goods Sold

Slide # 8 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tracking Payments To enter a single payment for the total amount of the sale, just select the pay Method To enter a partial payment, click on the ellipsis (...) button and enter the payment information

Slide # 9 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Filter, Search and Select Filter, Search and Select temporarily reload the program with only those contacts who meet the specified conditions (Target Listings) The number of Target Listings is shown here , Letters and Labels always include only your Target Listings To filter your contact data- base, first click on Filter

Slide # 10 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Filter, Search and Select (cont’d) To select contacts from one or more of your active businesses, select those businesses here To select contacts from one or more of your Primary Relations, select those Relations here To select contacts who also have a specific Secondary Relation check the box and select the Relations here Click on Apply Filter

Slide # 11 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Filter, Search and Select (cont’d) This will return you to the Contacts screen and set the Target Listings label Now if you click on , Letters or Labels, you will automatically be communi- cating with exactly those contacts that meet your Filter criteria

Slide # 12 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Filter, Search and Select (cont’d) Now let’s try something a bit more complicated Click on Filter Select Customer in the Primary Relation Filter Click on Sales Filter

Slide # 13 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Filter, Search and Select (cont’d) This allows you to Filter your Customers based on What they’ve purchased How much they’ve spent When they last purchased How many times they have purchased Whether they have a “Balance Due” Check as many as you like, then click on Done

Slide # 14 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Filter, Search and Select (cont’d) This returns you to the Filter Contacts window where you can Select more Filters Click on Apply Filter to return to the Contacts screen with exactly those Customers who satisfy the sales conditions you just specified Let’s add an Event filter by clicking on Events

Slide # 15 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Filter, Search and Select (cont’d) This allows you to Filter your contacts based on Events they’ve attended The Host for any event(s) they’ve attended Check as many as you like, then click on OK

Slide # 16 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Filter, Search and Select (cont’d) This returns you to the Filter Contacts window where you can Select more Filters Click on Apply Filter to return to the Contacts screen with exactly those Customers who satisfy the Sales and Event conditions you just specified Let’s click on Apply Filter to return to the Contacts screen

Slide # 17 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Filter, Search and Select (cont’d) This will return you to the Contacts screen and set the Target Listings label Now if you click on , Letters or Labels, you will automatically be communi- cating with exactly those contacts that meet your Filter criteria

Slide # 18 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Filter, Search and Select (cont’d) Now let’s click on the Search button to define a different set of Target Listings Select one of the program’s contact fields Enter or select the text to search for - use an asterisk (*) wildcard for dates (e.g. 11/* to find all Novembers) Click on Search to return to the Contacts screen

Slide # 19 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Filter, Search and Select (cont’d) Filter and Search can also be done “incrementally” UNCHECKED: the Filter or Search operation checks all of your contact listings for a match CHECKED: the Filter or Search operation checks only your current Target Listings allowing you to continuously narrow down your target group

Slide # 20 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Filter, Search and Select (cont’d) Now let’s click on Select. This function allows you to randomly select contacts to create a temporary or permanent group of Target Listings Hold down your CTRL key while selecting names with your mouse Click on OK to return to the Contacts screen with only those names you just selected

Slide # 21 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Filter, Search and Select (cont’d) To reset Filter, Search and Select operations and reload the program with all of your contact listings, click on Restore

Slide # 22 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Making Group-Level Changes The Change button allows you to make changes to contact groups. Always perform a back up before making changes Filter, Search or Select as appropriate Click on Change. Select an option Make the change Click on Done to return to the Contacts screen

Slide # 23 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Setup and Operation AOL, MSN and web-based providers do not allow third-party software like MLM Easy Money, to send s using their service. You can still use your AOL, MSN or web-based address as the “reply to” address for s sent using MLM Easy Money and another provider. For more information, please visit:

Slide # 24 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Setup and Operation (cont’d) To set up using your provider Have your provider assist you in setting up Microsoft Outlook Express Open the Setup window using the Settings – Contact menu option Enter your password (case sensitive) and click on OK

Slide # 25 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Scheduling Activities Schedules allow you to follow up with people consistently and automatically Click on and create the appropriate e- mails Click on the Schedule label on the Contacts screen (or on the Contact – Schedules option on the Settings menu)

Slide # 26 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Scheduling Activities (cont’d) To create a new schedule Click on New Enter a Schedule Name Set up the scheduled activities ( , Appt or Task) Click on the ellipsis to select s or enter a message (Appt / Task) Click on Save

Slide # 27 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Scheduling Activities (cont’d) You can also use negative Intervals to plan backwards from a certain date (e.g. a party) Once the Schedule has been created, click on Close to return to the Contacts screen

Slide # 28 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Scheduling Activities (cont’d) Then just assign the Schedule to one or more of your contact listings and click on Save Listing to schedule the activities OR Use the Change function to assign the Schedule to any filtered contact group Click on the “binoculars” icon to view or edit a contact’s scheduled activities

Slide # 29 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Customizing Invoices Click on the Invoices button Click on the Customize button in the Invoices window

Slide # 30 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Customizing Invoices (cont’d) The Tastefully Simple logo should be selected by default for the header logo. Click on the ellipsis for other to select a different image. Enter a Header or Footer comment if desired Select options as desired. “Personal company name” is often entered as “Independent Consultant” in the Owner Info window (Settings menu)

Slide # 31 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Host Referral Network Click on the ellipsis or use the Events option on the Categories menu Click on View

Slide # 32 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Host Referral Network (cont’d) Click on the Visual tab to view your host referral network

Slide # 33 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks Entering Dates Click on the ellipsis (...) button then click on the date Use Up and Dn arrow keys to scroll 1 day Use PgUp and PgDn keys to scroll 1 week Auto fill when typing

Slide # 34 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Selection boxes Select with mouse Type to select Use Up and Dn arrow keys (scroll 1 item) Phone numbers and credit card Auto formatting (just enter the numbers – no spaces, hyphens or formatting)

Slide # 35 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) View contacts in a customizable, sortable display Secondary address info Send an to this contact View or edit a contact’s scheduled activities Additional credit cards Quick history of a contact’s purchases Quick history of a contact’s Events

Slide # 36 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Entry Grid Select Boxes Shift with Up or Dn arrow key (scroll 1 item) Type to select Display Grids Click on any column heading to sort Right click, then left click on Print Grid to print the sorted list Hover and then click to adjust column widths

Slide # 37 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Settings Click on tax and freight labels to edit settings (Sales and Purchases) Click on custom contact field labels to edit headings Click on Schedule label to edit Schedules

Slide # 38 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Right click To add choices to selection boxes To add or edit display grid entries To add or edit appointments (daily, weekly or monthly view) To clear single lines in grid displays

Slide # 39 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Tips and Tricks (cont’d) Backing up all of your data Click on the Backup option on the File menu Click on Browse Select a backup folder that’s not on your main hard drive (Note: Windows can’t write directly to a CD yet. Back up to your C drive and then copy the file on to a CD) Click on Backup

Slide # 40 Copyright 2003 MLM Software Solutions, Inc. MLM Easy Money is a registered trademark of MLM Software Solutions, Inc. Congratulations! This presentation is also available via the Training option on the Help menu For links to all of our tech support resources please click on the Help menu or go to: