From CommenceCRM-Help
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*Web Forms | *Web Forms | ||
*Report Writer | *Report Writer | ||
| + | |||
| + | 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 | ||
Revision as of 12:22, 26 September 2012
Commence OnDemand Admin Guide
- Introduction
- System Requirements
- The Role of the Administrator
- Getting Started
- Updating your Company Profile
- Security Profiles
- Adding Security Profiles
- Adding Users
- Assigning Security Profiles
- Server Settings
- E-mail Settings & E-mail Templates
- License Settings
- Data Administration
- Garbage
- Attic
- Merge and Purge
- Global Replace
- Audit Trail
- 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
- Report Writer
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