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