User contributions
- 08:10, 25 September 2012 diff hist +42 Accounts
- 08:03, 25 September 2012 diff hist 0 N File:ScreenHunter 01 Sep. 25 12.46.jpg current
- 06:47, 25 September 2012 diff hist +21 Introduction
- 11:02, 14 September 2012 diff hist +491 N Accounts/HowtoViewaListofTeams Created page with " First click on the “Accounts” module tab, then, click on “Teams” to display the list of Teams. Step-by-Step 1. Go to the Accounts module screen by clicking on ..."
- 11:00, 14 September 2012 diff hist +1,453 N Accounts/HowtoSetUpaNewTeam Created page with " Teams, allow you to create groups of people inside and outside of your company that may be working on an opportunity or project. Set up a new team by clicking on the “Teams..."
- 10:59, 14 September 2012 diff hist +636 N Accounts/HowtoAddaContactwithoutanAccount Created page with " Step-by-Step 1. Go to the Accounts module screen by clicking on the “Accounts” module tab. 2. Click on the Contacts Tab in the Accounts Module action panel. 3. Click..."
- 10:57, 14 September 2012 diff hist +830 N Accounts/How to Add an Additional Contact Created page with " Click on the account listing for which you wish to add a con-tact. When the detail information dialog appears, click on the “New Contact” button, When the “New Contact..."
- 10:54, 14 September 2012 diff hist +455 N Accounts/HowtoViewAllContactsfromAllAccounts Created page with " You may view all contacts from all accounts by clicking on the “Contacts” option in the Accounts Module Action panel. Step-by-Step 1. Go to the Accounts module screen b..."
- 10:53, 14 September 2012 diff hist +455 N Accounts/How to View Contacts within an Account Created page with " An account’s contacts are listed as part of that account’s detail information. Step-by-Step 1. Go to the Accounts module screen by clicking on the “Accounts” modul..."
- 10:52, 14 September 2012 diff hist +470 N Accounts/HowtoDeleteanAccount Created page with " Accounts may be deleted by viewing the list of accounts, plac-ing a checkmark beside one or more accounts to be deleted, then clicking on the “Delete” button. Step-by-S..."
- 10:51, 14 September 2012 diff hist +583 N Accounts/HowtoSortAccounts Created page with "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 he..."
- 10:43, 14 September 2012 diff hist +1 Saved Searches and Lists
- 10:43, 14 September 2012 diff hist +1,871 N Saved Searches and Lists Created page with "There are many effective ways to manage records by name, grouping or other cate-gorical descriptors. Commence OnDemand enables your company to share a range of accounts lists,..."
- 10:41, 14 September 2012 diff hist +1,172 N Reports Created page with " Various reports are included with Commence on-Demand and your administrator may create new ones, allowing you to man-age a wide range of activity about your business. Click..."
- 10:39, 14 September 2012 diff hist +930 N Analytics/How to Select Analytic Graphics Created page with " You may select which graphs appear by using the “Add Com-ponent” function. Step-by-Step 1. Click on the “Add Components” button on the “Analyt-ics” screen. 2. ..."
- 10:39, 14 September 2012 diff hist +189 Analytics
- 10:35, 14 September 2012 diff hist +260 N Documents/How to Delete a Document Created page with " Place a checkmark beside one or more documents. Then click on the “Delete” button to delete them. Step-by-Step 1. Place a checkmark beside one or more documents you w..."
- 10:34, 14 September 2012 diff hist +916 N Documents/How to Add a Document Created page with "After using the Documents Module Activity Panel to navigate to the folder within which you wish to place a document, click on the “New” button. On the “Upload File to F..."
- 10:33, 14 September 2012 diff hist +608 N Documents/How to Add a Document Folder Created page with " After using the Documents Module Activity Panel to navigate to the folder within which you wish to create a folder, click on the “New Folder” button. Enter the name of y..."
- 10:32, 14 September 2012 diff hist +1,173 N Documents/How to View Documents Created page with " After using the Documents Module Activity Panel to navigate to the folder containing the document to be viewed, click on disk icon next to the document name. Your computer..."
- 10:31, 14 September 2012 diff hist +375 Documents
- 10:26, 14 September 2012 diff hist -3 Support/The Support Knowledgebase
- 10:24, 14 September 2012 diff hist +561 N Support/The Support Knowledgebase Created page with " Select “Knowledgebase” from the Support Module. While FAQ’s usually provide short and concise answers for customer questions, the Knowledgebase is oriented toward detai..."
- 10:23, 14 September 2012 diff hist +409 N Support/The Support FAQ List Created page with " By selecting “FAQ’s” from the Support Module Action Panel, you may access a list of FAQ’s (Frequently Asked Questions). These FAQ’s usually deal with products, se..."
- 10:23, 14 September 2012 diff hist +252 N Support/How to Delete a Ticket Created page with "Place a checkmark beside one or more tickets. Then click on the “Delete” button to delete them. Step-by-Step 1. Place a checkmark beside one or more ticket you wish to..."
- 10:21, 14 September 2012 diff hist +803 N Support/How to Update a Ticket Created page with " A ticket’s “Status” or other information may change over a peri-od of time, or you may wish to record progress or other additional information. Simply view ticket deta..."
- 10:20, 14 September 2012 diff hist -1 Support/How to View Tickets
- 10:20, 14 September 2012 diff hist +588 N Support/How to View Tickets Created page with " Tickets may be viewed at any time when using the Support module by selecting the tickets to be viewed from the Support Module Action panel. Select “My Tickets” to view y..."
- 10:19, 14 September 2012 diff hist +191 Support/How to Create a New Ticket
- 10:17, 14 September 2012 diff hist +179 N Support/How to Create a New Ticket Created page with " Your Ticket analytical charts may be viewed as part of the de-fault opening screen for the Support module, or by selecting “Analytics” from the Support Module Activity pa..."
- 10:16, 14 September 2012 diff hist +179 N Support/How to View Ticket Analytic Graphics Created page with " Your Ticket analytical charts may be viewed as part of the de-fault opening screen for the Support module, or by selecting “Analytics” from the Support Module Activity pa..."
- 10:15, 14 September 2012 diff hist +434 Support
- 10:14, 14 September 2012 diff hist -2 Marketing/How to Perform a Mail Merge
- 10:13, 14 September 2012 diff hist -2 Marketing/How to Perform a Mail Merge
- 10:13, 14 September 2012 diff hist +1,067 N Marketing/How to Perform a Mail Merge Created page with " Select the Mail Merge option from the Marketing Module Action Panel and complete the information requested on your screen. Step-by-Step 1. Use the Marketing Module Action ..."
- 10:11, 14 September 2012 diff hist +873 N Marketing/Scheduling Created page with " After you select who you wish to send to, and what you wish to send, you may schedule the email job to go Now or Later. Simply enter the date and time n spaces shown below. ..."
- 10:11, 14 September 2012 diff hist +92 Marketing
- 10:09, 14 September 2012 diff hist +1,435 N Marketing/How to Use Templates Created page with "Templates can be accessed from Marketing + Mail Merge, and used for sending large volumes of printed materials or emails to a specific group or list. This is a very effective..."
- 10:08, 14 September 2012 diff hist +907 N Marketing/Best Practices for Using Mail Merge Created page with " Mail Merge is an ideal method to send email or letters to large volumes of customers or prospects from a single click. Each person, company name and local address will appear..."
- 10:08, 14 September 2012 diff hist +106 N Marketing/How to Delete a Promotion, Literature Fulfillment or Event Created page with " Place a checkmark beside one or more listed items. Then click on the “Delete” button to delete them."
- 10:07, 14 September 2012 diff hist +393 N Marketing/How t oView Promotions, Literature Fulfillments or Events Created page with " Click on the corresponding option in the Marketing Module Ac-tion panel. A list of corresponding items will appear. To see more detail, click on the item name. Step-by-Ste..."
- 10:06, 14 September 2012 diff hist -1 Marketing/How to Add a New Promotion, Literature Fulfillment or Event
- 10:06, 14 September 2012 diff hist +471 N Marketing/How to Add a New Promotion, Literature Fulfillment or Event Created page with " Add a new Promotion, Literature Fulfillment or Event from by clicking on the “New” button on the respective screen and filling in information on the dialog, which appears..."
- 10:04, 14 September 2012 diff hist +448 Marketing
- 10:02, 14 September 2012 diff hist -1 SalesOpportunities/HowtoModifyaQuote
- 10:01, 14 September 2012 diff hist -1 SalesOpportunities/HowtoModifyaQuote
- 10:00, 14 September 2012 diff hist +1,208 N SalesOpportunities/HowtoModifyaQuote Created page with " To modify a quote, view it in the normal manner. Any field that allows a modification can be changed and saved permanently. Items may be removed by placing a checkmark besi..."
- 09:59, 14 September 2012 diff hist +649 N Sales Opportunities/How to View a Quote Created page with " Select a prospect from the Sales Opportunity List. On the pro-spect’s “Opportunity” dialog, select “Quote” from the “Select a Related View” dropdown menu. To ..."
- 09:59, 14 September 2012 diff hist +1,416 N Sales Opportunities/How to Create a Quote Created page with " Once an opportunity has been created, you may attach a quote to the opportunity by clicking on the “New Quote” button and filling in information on the “New Quote” di..."
- 09:57, 14 September 2012 diff hist +224 N SalesOpportunities/WorkingwithQuotes Created page with " One option available in the Opportunities module is to view opportunities on which a quote has been made. “Quotes” may be singled out and worked with (View, Edit, Delete,..."
