Accounts - Revision history

J.collier: /* How to View a List of Teams */ added information about team reports and team analytics; removed team sharing

2013-06-07T19:53:35Z

How to View a List of Teams: added information about team reports and team analytics; removed team sharing

2013-06-07T19:21:29Z

How to Sort Accounts: added back link to page

2013-06-07T19:10:58Z

resized image

2012-11-20T17:08:23Z

2012-11-19T16:40:13Z

2012-11-19T16:37:34Z

How to View a List of Teams

2012-11-19T16:35:12Z

How to View a List of Teams

2012-11-19T16:08:56Z

How to Set Up a New Team

2012-11-19T15:42:00Z

2012-11-19T15:41:04Z

How to Add an Additional Contact

@@ Line 41: / Line 41: @@
 == How to View a List of Teams ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewaListofTeams How to View a List of Teams]
-Commence On Demand supports the concept of '''Teams''' and/or team selling. Members assigned to a team can share information associated to a specific sales opportunity, lead, account, or project.
+Commence On Demand supports the concept of '''Teams''' and/or territories. There are a few specific modules within Commence where Teams are used. These modules include Accounts, Sales Opportunities, Leads, Projects. When running reports for these modules, the data can be grouped by Teams. Team analytics are also available for Sales data.
 == How to Set Up a New Team ==

@@ Line 19: / Line 19: @@
 == How to Sort Accounts ==
-By default, the account list is sorted alphabetically by account name in ascending order. You may choose to sort the list based upon any column heading by clicking on that heading. Clicking again on the same heading will toggle between ascending and descending order. A small arrow pointing up or down will indicate the column on which the list is currently sorted.
+* [[Accounts/HowtoSortAccounts|How to Sort Accounts]]
 == How to Delete an Account ==

← Older revision		Revision as of 19:10, 7 June 2013
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	In most cases, entering account information is the first thing you will want to do as a new On Demand user.		In most cases, entering account information is the first thing you will want to do as a new On Demand user.

−	[[File:ScreenHunter_02 Sep. 25 13.38.jpg]]	+	[[File:ScreenHunter_02 Sep. 25 13.38.jpg\|500px\|thumb\|right]]

← Older revision		Revision as of 17:08, 20 November 2012
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	* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewTeam How to Set Up a New Team]		* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewTeam How to Set Up a New Team]
	You can create a team as a group of people inside and/or outside of your company that will work together on an opportunity or project.		You can create a team as a group of people inside and/or outside of your company that will work together on an opportunity or project.
		+
		+
		+	Return to [[Commence OnDemand User Help]]

@@ Line 36: / Line 36: @@
 * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAllContactsfromAllAccounts How to View All Contacts from All Accounts]
 You may view all contacts from all accounts from '''Home''' section in the '''Accounts''' module.
 == How to View a List of Teams ==
@@ Line 45: / Line 41: @@
 Commence On Demand supports the concept of '''Teams''' and/or team selling. Members assigned to a team can share information associated to a specific sales opportunity, lead, account, or project.
-== How to Work With Teams ==
+== How to Set Up a New Team ==
-* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoWorkWithTeams How to Work With Teams]
+* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewTeam How to Set Up a New Team]
-Commence On-Demand supports the concept of “Teams” and/or team selling. There are a few specific modules within Commence that Teams are used. These modules include Ac-counts, Sales Opportunities, Leads, and Projects. Members as-signed to a team can share information associated to a specific sales opportunity, lead, account, or project.
+You can create a team as a group of people inside and/or outside of your company that will work together on an opportunity or project.

@@ Line 24: / Line 24: @@
 * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoDeleteanAccount How to Delete an Account]
 Accounts may be deleted in the accounts list view or from the Account detail screen.
 == How to View Contacts within an Account ==
@@ Line 32: / Line 36: @@
 * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoViewAllContactsfromAllAccounts How to View All Contacts from All Accounts]
 You may view all contacts from all accounts from '''Home''' section in the '''Accounts''' module.
 == How to Set Up a New Team ==

@@ Line 33: / Line 33: @@
 You may view all contacts from all accounts from '''Home''' section in the '''Accounts''' module.
-== How to Add an Additional Contact ==
+== How to Add an Account Contact ==
 * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoAddanAdditionalContact How to Add an Additional Contact]
 You add contacts for an account from the '''Related Info''' section of the '''Accounts Detail''' screen.