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On this page you will find links to guides that are helpful for getting your eKeeper system initially set up.

Video Guides

How to login:

Creating system user(s):

Creating a New Case + Applicant(s):


Finding your customer:

Updating a customer product(s):

How to send an email:


How to use integrations

Guide of the home summary page

How to create a reminder


How to add commission to a product

Guide of the product page and stages

Coming Soon!


Webinars

These webinars will provide you with more information on system use, offering some hints and tips as well.

Part One

Part Two

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