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Let’s Get You Started!

So... you don’t have time to go through this whole training guide - I get it - and that’s ok! Here are the basics you’ll need to take care of before you can dive in and start exploring. You can probably figure out a lot on your own, but if you find you have questions you can always let us know!

  1. Login to the Console at www.console.connectsx.com using the credentials we provided to your administrator. 

  2. Invite your Users

    • The first thing you should do after getting logged in is to send out invitations to your Sales, Distributor, and Manufacturer users. This will invite them via email to create an account. For more information check out page 32.

  3. Add Your Inventory* by navigating the Inventory→ Import screen. Where you can upload a spreadsheet of all of your inventory, device data, and custody information. For more information check out page 11. 

  4. User Training is key to successfully implementing ConnectSx for your business. We have an arsenal of resources (including online tutorials, training guides, and our knowledge base) to help you teach your users how to get value out of the system. If you would like our assistance in further training, reach out to us at value@connectsx.com. 

  5. Now you’re all set! You can get started using the Console to manage your inventory, sales reps, and cases. 

With these steps completed you can add inventory to cases, execute cases, record device use, generate billing documents, request inventory, and more. 

Use the table of contents to find more specific instructions on the deeper functions of the apps. And enjoy!

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Still need help?

Feel free to reach out to us at value@connectsx.com with any questions!

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