Getting Started 😍

Mogul is a very simple but powerful application. Here are some of the basics to get you started!

Adding People

You can create a person by clicking the "Create Person" button at the top right of the "All People"'s page as well as any group pages.

If you create a person from a group page, it will auto add this person to the that group.

Adding a person from the All People's Tab

Importing People

If you are coming from an existing spreadsheet or have data you want to bring over, Mogul supports 2 types of data importing at the moment:

1. CSV Import

2. iOS Import

3. Google Contacts importing (coming soon)

If you want to import via CSV you can do so by going to Settings and scrolling down to the "Data Import & Cleaning" and then clicking the "CSV Import (beta)" Get Started button.

For iOS Importing, you will need to download the iOS App and then follow the steps in this section to import your iOS Contacts

Creating Groups

Groups are a great way to organize your people into well... different groups!

Groups can be created and managed on both the web and iOS apps.

You can create a group by clicking the "+" button located on the left hand sidebar of the Mogul web app. You'll be prompted to give your group a name and optionally you can give it an emoji icon as well.

Creating a group on Mogul

Creating Reminders

Reminders are a great way to keep yourself accountable and remember to always follow up with people. Mogul supports 2 types of reminders:

1. One-time reminders

2. Recurring reminders

Recurring reminders are great if you want to remember to follow up with somebody every few weeks or months.

You can create reminders 2 ways

1. Going to the Reminders Tab and then clicking "New Reminder"

Creating a reminder from the Reminders page

2. Going to a specific person and clicking "New Item" -> "New Reminder" at the top right

Creating a reminder from a person's page

Power Features

Now that you have the basics down, we recommend checking out some of the more advanced "power" features that Mogul has to offer. Here are a few of them:

😎Custom Fields for People

🎈Birthdays & Important Dates

🧩Custom Table Columns

🔒End to End Encryption