2. Initial Setup

3. The URL is movement.com/m3. If that is giving you troubles, you can also use APP.VELMA.COM. Username: Email Address Password: password1

4. The very first step after logging in, will be changing your password. Do this by clicking on My Account and then Change Password.

5. Type in the original password - password1. Then type in your new password below, confirm the spelling and then select Change Password.

6. If something is incorrect, fill out the ”Change My Information” form. Next, you’ll want to make sure all your contact information is correct. Click on My account and select settings.

7. After submitting the change form, the average turnaround time is 2 business days. Our developers will send you a confirmation email once complete.

8. How to make Business Cards

9. Simply click on the Business Cards link to create new ones.

10. We have two different options available, one with a photo and one without. Click directly on the card to begin your order.

11. Your picture will auto-populate if you select cards with a photo. You will notice that your information populates correctly on the front and your disclosure will appear correctly on the back. Click Next Step.

12. Select the quantity and click Next Step.

15. How to create an Email Signature

16. Simply click on the Email Signature link to create a new one.

17. There are two option to choose from. HTML Standard is with a picture and Plain text is without. By checking and unchecking the boxes on the right you can decide which pieces of information you would like displayed. Once satisfies, copy the signature of your choosing and paste into your Outlook email account.

18. Open Outlook and click New Email.

19. Click on Signatures.

20. 1.Click “New” and name as Movement Signature. 2.Past info gathered from M3 into blank box. 3.Under “Choose default signature”, select Movement Signature from the drop down list and apply to both the New messages and Replies/forwards. 4.Click “OK” to save.

21. This should produce an accurate email signature for you.

22. Importing Contacts

23. Select the “My Contacts” box on your dashboard.

24. Select Import Contacts

26. Select the database you would like to Import and Upload.

27. 1.Creating an Import name. 2.Verify the column titles matches the information found in each section. 3.Duplicate Management: None- your list will not be scrubbed for duplicates. Name Only- your list will be scrubbed against the current names listed in your M3 contact list. Advanced- a contact with two identical pieces of information will be skipped. Overwrite- If you prefer to keep a database on your desktop that you would frequently like to update on M3. This will overwrite all the information for a particular contact with the newly imported information. 1. Select Upload.

28. This option will give you the opportunity to choose a referral partner for each contact.

29. This option will give you the opportunity to utilize the Star Ratings.

30. *VERY IMPORTANT* Assign Contact Type!

31. Here is your newly updated Contact list.