Current Version: 3.5.1

Getting Started

Whether you are new to Presspoint or have worked with it before, this section is designed to help you configure Presspoint’s underlying elements to provide the best foundation for moving forward. Use the checklist below to help organize your thought process but keep in mind that Presspoint was designed to be flexible to fit your own unique business processes.

  1. Set up your profiles
  2. Create a new contact
  3. Run a report
  4. Save a report
  5. Setup a form for your site
  6. Create an item for a donation or a purchase
  7. Create a membership plan
  8. Create a directory
  9. Setup a content restriction
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