Difference between revisions of "Sidebar"
From Commence CRM-Help
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'''Commence OnDemand User Guide''' | '''Commence OnDemand User Guide''' | ||
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*Introduction | *Introduction | ||
**Overview | **Overview | ||
**System Requirements | **System Requirements | ||
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*Logging On | *Logging On | ||
**Your Access URL | **Your Access URL | ||
**Your Username and Password | **Your Username and Password | ||
**How to Log Onto On-Demand | **How to Log Onto On-Demand | ||
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*Digital Dashboard | *Digital Dashboard | ||
**Module Tabs | **Module Tabs | ||
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**Quick Links | **Quick Links | ||
**Summaries At-A-Glance | **Summaries At-A-Glance | ||
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*Leads | *Leads | ||
**How to Enter a New Lead | **How to Enter a New Lead | ||
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**How to Convert a Lead to an Account | **How to Convert a Lead to an Account | ||
**How to Delete a Lead | **How to Delete a Lead | ||
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*Accounts | *Accounts | ||
**How to Set Up a New Account | **How to Set Up a New Account | ||
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**How to View a List of Teams | **How to View a List of Teams | ||
**How to Work With Teams | **How to Work With Teams | ||
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*Email | *Email | ||
**Your On-Demand Email Address | **Your On-Demand Email Address | ||
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**How to Delete a Message | **How to Delete a Message | ||
**How to Create Folders | **How to Create Folders | ||
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*Calendar | *Calendar | ||
**How to Schedule an Activity | **How to Schedule an Activity | ||
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**How to Use the Calendar Popup Feature | **How to Use the Calendar Popup Feature | ||
**Additional Calendar Features | **Additional Calendar Features | ||
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*Activities | *Activities | ||
**Types of Activities | **Types of Activities | ||
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**How to View Activities | **How to View Activities | ||
**How to View Activity Detail | **How to View Activity Detail | ||
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*Sales Opportunities | *Sales Opportunities | ||
**Graphic Analysis | **Graphic Analysis | ||
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**How to View a Quote | **How to View a Quote | ||
**How to Modify a Quote | **How to Modify a Quote | ||
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*Marketing | *Marketing | ||
**How to Add a New Promotion, Literature Fulfillment or Event | **How to Add a New Promotion, Literature Fulfillment or Event | ||
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**How to Use Templates | **How to Use Templates | ||
**How to Perform a Mail Merge | **How to Perform a Mail Merge | ||
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*Support | *Support | ||
**How to View Ticket Analytic Graphics | **How to View Ticket Analytic Graphics | ||
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**The Support FAQ List | **The Support FAQ List | ||
**The Support Knowledgebase | **The Support Knowledgebase | ||
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*Documents | *Documents | ||
**How to View Documents | **How to View Documents | ||
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**How to Add a Document | **How to Add a Document | ||
**How to Delete a Document | **How to Delete a Document | ||
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*Analytics | *Analytics | ||
**How to Select Analytic Graphics | **How to Select Analytic Graphics | ||
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*Reports | *Reports | ||
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*Saved Searches and Lists | *Saved Searches and Lists | ||
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*Conclusion | *Conclusion | ||
Revision as of 12:31, 26 September 2012
Commence OnDemand Admin Guide[1]
- Introduction [2]
- System Requirements
- The Role of the Administrator
- Getting Started [3]
- Updating your Company Profile[4]
- Security Profiles
- Adding Security Profiles
- Adding Users
- Assigning Security Profiles
- Server Settings[5]
- E-mail Settings & E-mail Templates
- License Settings
- Data Administration[6]
- Garbage
- Attic
- Merge and Purge
- Global Replace
- Audit Trail
- Module Settings [7]
- Accounts
- Calendar
- Activities
- Documents
- Sales
- Marketing
- Projects
- Support
- Accounting
- Template Management
- System Tools
- Personal E-mail and other Preferences
- Customizing the Home Page
- Web Forms[8]
- Report Writer[9]
Commence OnDemand User Guide
- Introduction
- Overview
- System Requirements
- Logging On
- Your Access URL
- Your Username and Password
- How to Log Onto On-Demand
- Digital Dashboard
- Module Tabs
- Search Function
- Edit/Help
- Module Actions
- Quick Links
- Summaries At-A-Glance
- Leads
- How to Enter a New Lead
- How to Import Leads from a List
- How to View Available Lists
- How to Move Leads Between Lists
- How to View Individual Leads
- How to Manage Lead Qualification
- How to Convert a Lead to an Account
- How to Delete a Lead
- Accounts
- How to Set Up a New Account
- How to View a List of Accounts
- How to View Account Detail
- How to View a Group of Accounts
- How to Sort Accounts
- How to Delete an Account
- How to View Contacts Within an Account
- How to View All Contacts from All Accounts
- How to Add an Additional Contact
- How to Add a Contact without an Account
- How to Set Up a New Team
- How to View a List of Teams
- How to Work With Teams
- Email
- Your On-Demand Email Address
- How to Check for New Email
- How to Read Email
- How to Compose and Send an Email Message
- How to Add an Attachment to a Message
- How to Respond to a Received Message
- How to Forward a Received Message
- How to Delete a Message
- How to Create Folders
- Calendar
- How to Schedule an Activity
- How to Select a Calendar View
- How to Select a Date to Display
- How to Use the Calendar Popup Feature
- Additional Calendar Features
- Activities
- Types of Activities
- How to Add a New Activity
- How to Delete an Activity
- How to View Activities
- How to View Activity Detail
- Sales Opportunities
- Graphic Analysis
- How to Add an Opportunity
- How to View Opportunities
- How to View/Update Opportunity Detail
- How to Delete an Opportunity
- Working with Quotes
- How to Create a Quote
- How to View a Quote
- How to Modify a Quote
- Marketing
- How to Add a New Promotion, Literature Fulfillment or Event
- How to View Promotions, Literature Fulfillments or Events
- How to Delete a Promotion, Literature Fulfillment or Event
- Best Practices for Using Mail Merge
- How to Use Templates
- How to Perform a Mail Merge
- Support
- How to View Ticket Analytic Graphics
- How to Create a New Ticket
- How to View Tickets
- How to Update a Ticket
- How to Delete a Ticket
- The Support FAQ List
- The Support Knowledgebase
- Documents
- How to View Documents
- How to Add a Document Folder
- How to Add a Document
- How to Delete a Document
- Analytics
- How to Select Analytic Graphics
- Reports
- Saved Searches and Lists
- Conclusion