From CommenceCRM-Help
Technowrites (talk | contribs) |
Technowrites (talk | contribs) |
||
| Line 45: | Line 45: | ||
'''Commence OnDemand User Guide''' | '''Commence OnDemand User Guide''' | ||
| − | *Introduction | + | *Introduction[http://staging1.commenceonline.com/mediawiki/index.php/Main_Page/Introduction-announce] |
**Overview | **Overview | ||
**System Requirements | **System Requirements | ||
| − | *Logging On | + | *Logging On[http://staging1.commenceonline.com/mediawiki/index.php/LoggingOn-announce] |
**Your Access URL | **Your Access URL | ||
**Your Username and Password | **Your Username and Password | ||
**How to Log Onto On-Demand | **How to Log Onto On-Demand | ||
| − | *Digital Dashboard | + | *Digital Dashboard[http://staging1.commenceonline.com/mediawiki/index.php/DigitalDashboard] |
**Module Tabs | **Module Tabs | ||
**Search Function | **Search Function | ||
| Line 62: | Line 62: | ||
**Summaries At-A-Glance | **Summaries At-A-Glance | ||
| − | *Leads | + | *Leads[http://staging1.commenceonline.com/mediawiki/index.php/Leads] |
**How to Enter a New Lead | **How to Enter a New Lead | ||
**How to Import Leads from a List | **How to Import Leads from a List | ||
| Line 72: | Line 72: | ||
**How to Delete a Lead | **How to Delete a Lead | ||
| − | *Accounts | + | *Accounts[http://staging1.commenceonline.com/mediawiki/index.php/Accounts] |
**How to Set Up a New Account | **How to Set Up a New Account | ||
**How to View a List of Accounts | **How to View a List of Accounts | ||
| Line 87: | Line 87: | ||
**How to Work With Teams | **How to Work With Teams | ||
| − | *Email | + | *Email[http://staging1.commenceonline.com/mediawiki/index.php/Email] |
**Your On-Demand Email Address | **Your On-Demand Email Address | ||
**How to Check for New Email | **How to Check for New Email | ||
| Line 98: | Line 98: | ||
**How to Create Folders | **How to Create Folders | ||
| − | *Calendar | + | *Calendar[http://staging1.commenceonline.com/mediawiki/index.php/Calendar] |
**How to Schedule an Activity | **How to Schedule an Activity | ||
**How to Select a Calendar View | **How to Select a Calendar View | ||
| Line 105: | Line 105: | ||
**Additional Calendar Features | **Additional Calendar Features | ||
| − | *Activities | + | *Activities[http://staging1.commenceonline.com/mediawiki/index.php/Activities] |
**Types of Activities | **Types of Activities | ||
**How to Add a New Activity | **How to Add a New Activity | ||
| Line 112: | Line 112: | ||
**How to View Activity Detail | **How to View Activity Detail | ||
| − | *Sales Opportunities | + | *Sales Opportunities[http://staging1.commenceonline.com/mediawiki/index.php/SalesOpportunities] |
**Graphic Analysis | **Graphic Analysis | ||
**How to Add an Opportunity | **How to Add an Opportunity | ||
| Line 123: | Line 123: | ||
**How to Modify a Quote | **How to Modify a Quote | ||
| − | *Marketing | + | *Marketing[http://staging1.commenceonline.com/mediawiki/index.php/Marketing] |
**How to Add a New Promotion, Literature Fulfillment or Event | **How to Add a New Promotion, Literature Fulfillment or Event | ||
**How to View Promotions, Literature Fulfillments or Events | **How to View Promotions, Literature Fulfillments or Events | ||
| Line 131: | Line 131: | ||
**How to Perform a Mail Merge | **How to Perform a Mail Merge | ||
| − | *Support | + | *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 |
**How to View Documents | **How to View Documents | ||
**How to Add a Document Folder | **How to Add a Document Folder | ||
| Line 146: | Line 146: | ||
**How to Delete a Document | **How to Delete a Document | ||
| − | *Analytics | + | *Analytics |
**How to Select Analytic Graphics | **How to Select Analytic Graphics | ||
| − | *Reports | + | *Reports |
| − | *Saved Searches and Lists | + | *Saved Searches and Lists |
*Conclusion | *Conclusion | ||
Revision as of 12:36, 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
- 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