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[http://staging1.commenceonline.com/mediawiki/index.php/CommenceOnDemandAdminGuide Commence OnDemand Admin Guide]
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* navigation
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** mainpage|mainpage
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** http://staging1.commenceonline.com/mediawiki/index.php/CommenceOnDemandAdminGuide|CRM Admin Guide
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** http://staging1.commenceonline.com/mediawiki/index.php/Commence|CRM User Help
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* For Administrators
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** http://support.commenceonline.com/mediawiki/index.php/Introduction|Introduction
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** http://staging1.commenceonline.com/mediawiki/index.php/Getting_Started|Getting Started
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** http://staging1.commenceonline.com/mediawiki/index.php/User_Administration|User Administration
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** http://staging1.commenceonline.com/mediawiki/index.php/System_Configuration|System Configuration
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** http://staging1.commenceonline.com/mediawiki/index.php/Data_Administration|Data Administration
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** http://staging1.commenceonline.com/mediawiki/index.php/Module_Settings|Module Settings
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** http://staging1.commenceonline.com/mediawiki/index.php/System_Tools|System Tools
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** http://staging1.commenceonline.com/mediawiki/index.php/Web_Forms|Web Forms
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** http://staging1.commenceonline.com/mediawiki/index.php/Report_Writer|Report Writer
  
*Introduction [http://staging1.commenceonline.com/mediawiki/index.php/Introduction]
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* For End Users
**System Requirements
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** http://staging1.commenceonline.com/mediawiki/index.php/Getting_Started|Getting Started
**The Role of the Administrator
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** http://staging1.commenceonline.com/mediawiki/index.php/CRM_Dashboard|CRM Dashboard
 
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** http://staging1.commenceonline.com/mediawiki/index.php/Leads|Leads
*Getting Started [http://staging1.commenceonline.com/mediawiki/index.php/Getting_Started]
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** http://staging1.commenceonline.com/mediawiki/index.php/Accounts|Accounts
 
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** http://staging1.commenceonline.com/mediawiki/index.php/Calendar|Calendar
*Updating your Company Profile[http://staging1.commenceonline.com/mediawiki/index.php/Updating_your_Company_Profile]
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** http://staging1.commenceonline.com/mediawiki/index.php/Activities|Activities
**Security Profiles
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** http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities|Sales Opportunities
**Adding Security Profiles
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** http://staging1.commenceonline.com/mediawiki/index.php/Marketing|Marketing
**Adding Users
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** http://staging1.commenceonline.com/mediawiki/index.php/Support|Support
**Assigning Security Profiles
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** http://staging1.commenceonline.com/mediawiki/index.php/Documents|Documents
 
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** http://staging1.commenceonline.com/mediawiki/index.php/Analytics|Analytics
*Server Settings[http://staging1.commenceonline.com/mediawiki/index.php/Server_Settings]
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** http://staging1.commenceonline.com/mediawiki/index.php/Reports|Reports
**E-mail Settings & E-mail Templates
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** http://staging1.commenceonline.com/mediawiki/index.php/SavedSearchesandLists|Saved Searches and Lists
**License Settings
 
 
 
*Data Administration[http://staging1.commenceonline.com/mediawiki/index.php/Data_Administration]
 
**Garbage
 
**Attic
 
**Merge and Purge
 
**Global Replace
 
**Audit Trail
 
 
 
*Module Settings [http://staging1.commenceonline.com/mediawiki/index.php/Module_Settings]
 
**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[http://staging1.commenceonline.com/mediawiki/index.php/Web_Forms]
 
 
 
*Report Writer[http://staging1.commenceonline.com/mediawiki/index.php/Report_Writer]
 
 
 
'''Commence OnDemand User Guide'''
 
 
 
*Introduction[http://staging1.commenceonline.com/mediawiki/index.php/Main_Page/Introduction-announce]
 
**Overview
 
**System Requirements
 
 
 
*Logging On[http://staging1.commenceonline.com/mediawiki/index.php/LoggingOn-announce]
 
**Your Access URL
 
**Your Username and Password
 
**How to Log Onto On-Demand
 
 
 
*Digital Dashboard[http://staging1.commenceonline.com/mediawiki/index.php/DigitalDashboard]
 
**Module Tabs
 
**Search Function
 
**Edit/Help
 
**Module Actions
 
**Quick Links
 
**Summaries At-A-Glance
 
 
 
*Leads[http://staging1.commenceonline.com/mediawiki/index.php/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[http://staging1.commenceonline.com/mediawiki/index.php/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[http://staging1.commenceonline.com/mediawiki/index.php/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[http://staging1.commenceonline.com/mediawiki/index.php/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[http://staging1.commenceonline.com/mediawiki/index.php/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[http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities]
 
**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[http://staging1.commenceonline.com/mediawiki/index.php/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[http://staging1.commenceonline.com/mediawiki/index.php/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[http://staging1.commenceonline.com/mediawiki/index.php/Documents]
 
**How to View Documents
 
**How to Add a Document Folder
 
**How to Add a Document
 
**How to Delete a Document
 
 
 
*Analytics[http://staging1.commenceonline.com/mediawiki/index.php/Analytics]
 
**How to Select Analytic Graphics
 
 
 
*Reports[http://staging1.commenceonline.com/mediawiki/index.php/Reports]
 
 
 
*Saved Searches and Lists[http://staging1.commenceonline.com/mediawiki/index.php/SavedSearchesandLists]
 
 
 
*Conclusion[http://staging1.commenceonline.com/mediawiki/index.php/Conclusion]
 

Latest revision as of 18:07, 27 May 2021