When you create your agent information, and whenever you need to update it, you can use the wizard to access it. Until you have completed all the setup steps, the setup wizard Welcome page opens when you log in.
Note: You can also select a feature to view or edit from the drop-down Setup menu in the Control Panel.
The procedures below describe the different ways to access the wizard for adding or editing your information.
Initial Access
To access the setup wizard initially:
When you first log in to Top Marketer, the wizard automatically opens in the Activity Area, at the Welcome page.
Returning to the Setup Wizard
If you did not provide all the information in your initial setup session, you can complete the information later. You can either access the setup wizard and step through to the pages you want, or you can go direct to a specific page to update one item.
To step through the setup wizard for finishing profile information:
Go to Top Marketer > Setup > Setup Wizard.
The Wizard Welcome page opens. From here you have these options:
Click Start Wizard to step through the wizard from start to end
Click Resume to open the wizard at the first incomplete setup page (if setup is still incomplete)
Use the next button to step through to the page you want
At the top of the page, click Skip this step to go to the next wizard page.
To access a specific item in the wizard:
From Top Marketer > Setup select a menu item.
Notes:
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Hiding the Wizard
If you do not want to see the setup wizard when you log in, check the Do not show me the wizard again check box at the bottom of the wizard Welcome page, and click Close. The wizard will not be opened again when you log in – unless you purchase a new product.
Accessing the Wizard at a Later Time
Periodically you will need to change or update your information
To access the setup wizard:
From Top Marketer > Setup select the feature to update.
The relevant Wizard page appears.
Make your changes and click Update.
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