Sidebar

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