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Erin

Erin Lewis

Erin Lewis, CFO at mTusker, will be speaking at the Boulder Public Library on Saturday, June 25, 2016 10:00 AM to 4:00 PM for a special discussion on Entrepreneurship for Teens.

This free event is open to any teen interested in learning about entrepreneurship! Throughout the day, attendees will hear stories from real life entrepreneurs about how they started their own business and how you could start your own! This will be an interactive, hands-on day facilitated by a successful entrepreneur. Participants will work in teams throughout the day to walk through the process of manufacturing a product, creating plans, learning about product differentiation and market strategy with changing market conditions, and how to set a price for a product or service.  This program is sponsored my the Boulder Public library, the SBDC, and by mTusker.

Register for this event online

 

About the Erin Lewis:

Erin Lewis holds a MS in Industrial Engineering and an Executive MBA. Being in a series of heavily male-dominated industries, Erin has often used additional formal or informal education to improve her skill-set but also to overcome the restrictions otherwise placed on promotions or new job opportunities because of age or gender. Erin was the youngest person and first woman to run a major railroad depot in the US, has worked on international business development deals worth over $500 Million for GE, and has been active in the startup community here in Colorado for the past 5 years. Currently Erin is COO and CFO of mTusker, a 2-year old international software start-up providing a CRM and ERP alternative to Small Businesses.

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mTusker base quick start guide

All new accounts need to spend some time personalizing individual users and security. The administrative section of the website provides access to:

  • Manage your company profile (address, billing information, selected Modules, etc)
  • Group Security Settings
  • Widget Security
  • Table Maintenance (define drop-down values for entire site)
  • Stage Table (define the various stages of your sales cycle)
  • User Defined Fields (define fields for the collection of customer-specific information)
  • Company News List (create customer announcement messages to display on the home page)
  • Below is sequence of tasks that should be followed when setting up for the first time.

Step one

create the empty SaaS account, by clicking the "Sign-up" button at the top of the screen. By default the Account Owner will have full admin rights.

Step two

  • Go to Manage Company Profile.
  • Select the set of products you wish to have.

Step three

  • Create security Groups for each purchased product!
  • Administrative rights can be assigned to additional users by using the "Admin".
  • CRM is for CRM features only - there are no admin features in the product.

Step four

  • Add your users.
  • If the person is a manager and has people in the user group that report to them make sure to check the management box.

Step five

  • Assign the users the modules you wish to have them access - once you give it to them and confirm mTusker will charge them for this - you cannot remove it so be careful.
  • Based on the products you can now give that person appropriate security groups.

Step six

  • Set up Widget security.
  • Go to Widget Security and set up widget security group.
  • Assign widget groups to users.