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Commence OnDemand Admin Guide
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* navigation
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*Introduction
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** mainpage|mainpage
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**System Requirements
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** http://staging1.commenceonline.com/mediawiki/index.php/CommenceOnDemandAdminGuide|CRM Admin Guide
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**The Role of the Administrator
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** http://staging1.commenceonline.com/mediawiki/index.php/Commence|CRM User Help
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*Getting Started
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* For Administrators
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*Updating your Company Profile
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** http://support.commenceonline.com/mediawiki/index.php/Introduction|Introduction
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**Security Profiles
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** http://staging1.commenceonline.com/mediawiki/index.php/Getting_Started|Getting Started
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**Adding Security Profiles
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** http://staging1.commenceonline.com/mediawiki/index.php/User_Administration|User Administration
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**Adding Users
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** http://staging1.commenceonline.com/mediawiki/index.php/System_Configuration|System Configuration
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**Assigning Security Profiles
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** http://staging1.commenceonline.com/mediawiki/index.php/Data_Administration|Data Administration
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*Server Settings
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** http://staging1.commenceonline.com/mediawiki/index.php/Module_Settings|Module Settings
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**E-mail Settings & E-mail Templates
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** http://staging1.commenceonline.com/mediawiki/index.php/System_Tools|System Tools
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**License Settings
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** http://staging1.commenceonline.com/mediawiki/index.php/Web_Forms|Web Forms
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*Data Administration
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** http://staging1.commenceonline.com/mediawiki/index.php/Report_Writer|Report Writer
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**Garbage
 
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**Attic
 
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**Merge and Purge
 
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**Global Replace
 
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**Audit Trail
 
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*Module Settings
 
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**Accounts
 
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**Calendar
 
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**Activities
 
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**Documents
 
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**Sales
 
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**Marketing
 
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**Projects
 
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**Support
 
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**Accounting
 
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**Template Management
 
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**System Tools
 
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**Personal E-mail and other Preferences
 
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**Customizing the Home Page
 
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*Web Forms
 
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*Report Writer
 
  
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Commence OnDemand User Guide
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* For End Users
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*Introduction
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** http://staging1.commenceonline.com/mediawiki/index.php/Getting_Started|Getting Started
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**Overview
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** http://staging1.commenceonline.com/mediawiki/index.php/CRM_Dashboard|CRM Dashboard
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**System Requirements
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** http://staging1.commenceonline.com/mediawiki/index.php/Leads|Leads
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*Logging On
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** http://staging1.commenceonline.com/mediawiki/index.php/Accounts|Accounts
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**Your Access URL
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** http://staging1.commenceonline.com/mediawiki/index.php/Calendar|Calendar
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**Your Username and Password
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** http://staging1.commenceonline.com/mediawiki/index.php/Activities|Activities
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**How to Log Onto On-Demand
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** http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities|Sales Opportunities
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*Digital Dashboard
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** http://staging1.commenceonline.com/mediawiki/index.php/Marketing|Marketing
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**Module Tabs
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** http://staging1.commenceonline.com/mediawiki/index.php/Support|Support
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**Search Function
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** http://staging1.commenceonline.com/mediawiki/index.php/Documents|Documents
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**Edit/Help
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** http://staging1.commenceonline.com/mediawiki/index.php/Analytics|Analytics
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**Module Actions
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** http://staging1.commenceonline.com/mediawiki/index.php/Reports|Reports
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**Quick Links
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** http://staging1.commenceonline.com/mediawiki/index.php/SavedSearchesandLists|Saved Searches and Lists
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**Summaries At-A-Glance
 
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*Leads
 
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**How to Enter a New Lead
 
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**How to Import Leads from a List
 
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**How to View Available Lists
 
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**How to Move Leads Between Lists
 
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**How to View Individual Leads
 
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**How to Manage Lead Qualification
 
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**How to Convert a Lead to an Account
 
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**How to Delete a Lead
 
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*Accounts
 
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**How to Set Up a New Account
 
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**How to View a List of Accounts
 
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**How to View Account Detail
 
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**How to View a Group of Accounts
 
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**How to Sort Accounts
 
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**How to Delete an Account
 
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**How to View Contacts Within an Account
 
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**How to View All Contacts from All Accounts
 
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**How to Add an Additional Contact
 
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**How to Add a Contact without an Account
 
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**How to Set Up a New Team
 
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**How to View a List of Teams
 
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**How to Work With Teams
 
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*Email
 
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**Your On-Demand Email Address
 
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**How to Check for New Email
 
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**How to Read Email
 
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**How to Compose and Send an Email Message
 
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**How to Add an Attachment to a Message
 
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**How to Respond to a Received Message
 
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**How to Forward a Received Message
 
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**How to Delete a Message
 
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**How to Create Folders
 
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*Calendar
 
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**How to Schedule an Activity
 
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**How to Select a Calendar View
 
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**How to Select a Date to Display
 
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**How to Use the Calendar Popup Feature
 
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**Additional Calendar Features
 
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*Activities
 
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**Types of Activities
 
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**How to Add a New Activity
 
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**How to Delete an Activity
 
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**How to View Activities
 
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**How to View Activity Detail
 
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*Sales Opportunities
 
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**Graphic Analysis
 
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**How to Add an Opportunity
 
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**How to View Opportunities
 
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**How to View/Update Opportunity Detail
 
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**How to Delete an Opportunity
 
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**Working with Quotes
 
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**How to Create a Quote
 
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**How to View a Quote
 
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**How to Modify a Quote
 
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*Marketing
 
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**How to Add a New Promotion, Literature Fulfillment or Event
 
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**How to View Promotions, Literature Fulfillments or Events
 
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**How to Delete a Promotion, Literature Fulfillment or Event
 
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**Best Practices for Using Mail Merge
 
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**How to Use Templates
 
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**How to Perform a Mail Merge
 
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*Support
 
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**How to View Ticket Analytic Graphics
 
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**How to Create a New Ticket
 
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**How to View Tickets
 
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**How to Update a Ticket
 
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**How to Delete a Ticket
 
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**The Support FAQ List
 
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**The Support Knowledgebase
 
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*Documents
 
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**How to View Documents
 
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**How to Add a Document Folder
 
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**How to Add a Document
 
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**How to Delete a Document
 
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*Analytics
 
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**How to Select Analytic Graphics
 
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*Reports
 
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*Saved Searches and Lists
 
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*Conclusion
 

Latest revision as of 18:07, 27 May 2021

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