Difference between revisions of "Sidebar"
From Commence CRM-Help
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**How to Perform a Mail Merge | **How to Perform a Mail Merge | ||
| − | *Support | + | *Support[http://staging1.commenceonline.com/mediawiki/index.php/Support] |
**How to View Ticket Analytic Graphics | **How to View Ticket Analytic Graphics | ||
**How to Create a New Ticket | **How to Create a New Ticket | ||
| Line 140: | Line 140: | ||
**The Support Knowledgebase | **The Support Knowledgebase | ||
| − | *Documents | + | *Documents[http://staging1.commenceonline.com/mediawiki/index.php/Documents] |
**How to View Documents | **How to View Documents | ||
**How to Add a Document Folder | **How to Add a Document Folder | ||
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**How to Delete a Document | **How to Delete a Document | ||
| − | *Analytics | + | *Analytics[http://staging1.commenceonline.com/mediawiki/index.php/Analytics] |
**How to Select Analytic Graphics | **How to Select Analytic Graphics | ||
| − | *Reports | + | *Reports[http://staging1.commenceonline.com/mediawiki/index.php/Reports] |
| − | *Saved Searches and Lists | + | *Saved Searches and Lists[http://staging1.commenceonline.com/mediawiki/index.php/SavedSearchesandLists] |
| − | *Conclusion | + | *Conclusion[http://staging1.commenceonline.com/mediawiki/index.php/Conclusion] |
Revision as of 13:00, 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[10]
- Overview
- System Requirements
- Logging On[11]
- Your Access URL
- Your Username and Password
- How to Log Onto On-Demand
- Digital Dashboard[12]
- Module Tabs
- Search Function
- Edit/Help
- Module Actions
- Quick Links
- Summaries At-A-Glance
- Leads[13]
- 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[14]
- 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[15]
- 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[16]
- 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[17]
- 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[18]
- 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[19]
- 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[20]
- 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[21]
- How to View Documents
- How to Add a Document Folder
- How to Add a Document
- How to Delete a Document
- Analytics[22]
- How to Select Analytic Graphics
- Reports[23]
- Saved Searches and Lists[24]
- Conclusion[25]