1
Activate your account
Open the invitation email from CRE Fuel, click Activate Account, and set your password. You will land on the main dashboard.Need more detail? See First Login.
2
Connect your phone
Go to Settings > Phone > Your Phone, enter your cell number, and verify it with the code. About 30 seconds. Your calls will show your own number.Do this one first. Until it is done, the Call button cannot dial.Need more detail? See Connect Your Phone.
3
Import your contacts
Go to Settings > Import & Export Contacts and choose your CSV. Match your columns to CRE Fuel fields, then import.Need more detail? See Import Contacts.
4
Set the numbers you're aiming at
Go to Settings > Goals & Targets > Goals and set your targets for the period. These are what the Verdict and Scorecard measure you against, so the dashboard can tell you whether you are ahead or behind rather than just showing you activity.Sensible defaults are already filled in. You can adjust them any time, so do not agonize over the numbers today.
5
Run your first call session
Click Contacts in the left menu. Use the filters or search to find a group of people you want to reach today. Open the first contact and click Call. The call goes out showing your own number, and CRE Fuel logs it on their timeline automatically.
