From CommenceCRM-Help
Jump to: navigation, search
Line 1: Line 1:
−
[http://staging1.commenceonline.com/mediawiki/index.php/CommenceOnDemandAdminGuide Commence OnDemand Admin Guide]
+
Commence OnDemand Admin Guide [http://staging1.commenceonline.com/mediawiki/index.php/CommenceOnDemandAdminGuide ]
−
 
 
−
*[http://staging1.commenceonline.com/mediawiki/index.php/Introduction Introduction]
 
−
*[[http://staging1.commenceonline.com/mediawiki/index.php/Getting_Started| Getting Started ]]
 
  
 +
*Introduction [http://staging1.commenceonline.com/mediawiki/index.php/Introduction ]
 +
*Getting Started [http://staging1.commenceonline.com/mediawiki/index.php/Getting_Started ]
 
*Updating your Company Profile[http://staging1.commenceonline.com/mediawiki/index.php/Updating_your_Company_Profile]
 
*Updating your Company Profile[http://staging1.commenceonline.com/mediawiki/index.php/Updating_your_Company_Profile]
−
**Security Profiles
 
−
**Adding Security Profiles
 
−
**Adding Users
 
−
**Assigning Security Profiles
 
−
 
 
*Server Settings[http://staging1.commenceonline.com/mediawiki/index.php/Server_Settings]
 
*Server Settings[http://staging1.commenceonline.com/mediawiki/index.php/Server_Settings]
−
**E-mail Settings & E-mail Templates
 
−
**License Settings
 
−
 
 
*Data Administration[http://staging1.commenceonline.com/mediawiki/index.php/Data_Administration]
 
*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]
 
*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]
 
*Web Forms[http://staging1.commenceonline.com/mediawiki/index.php/Web_Forms]
−
 
 
*Report Writer[http://staging1.commenceonline.com/mediawiki/index.php/Report_Writer]
 
*Report Writer[http://staging1.commenceonline.com/mediawiki/index.php/Report_Writer]
  
−
'''Commence OnDemand User Guide'''
+
*'''Commence OnDemand User Guide'''
−
 
 
 
*Introduction[http://staging1.commenceonline.com/mediawiki/index.php/Main_Page/Introduction-announce]
 
*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]
 
*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]
 
*Digital Dashboard[http://staging1.commenceonline.com/mediawiki/index.php/DigitalDashboard]
−
**Module Tabs
+
 
−
**Search Function
 
−
**Edit/Help
 
−
**Module Actions
 
−
**Quick Links
 
 
**Summaries At-A-Glance
 
**Summaries At-A-Glance
  
 
*Leads[http://staging1.commenceonline.com/mediawiki/index.php/Leads]
 
*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]
 
*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]
 
*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]
 
*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]
 
*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]
 
*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]
 
*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]
 
*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]
 
*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]
 
*Analytics[http://staging1.commenceonline.com/mediawiki/index.php/Analytics]
−
**How to Select Analytic Graphics
 
  
 
*Reports[http://staging1.commenceonline.com/mediawiki/index.php/Reports]
 
*Reports[http://staging1.commenceonline.com/mediawiki/index.php/Reports]

Revision as of 13:21, 26 September 2012

Commence OnDemand Admin Guide [1]

  • Introduction [2]
  • Getting Started [3]
  • Updating your Company Profile[4]
  • Server Settings[5]
  • Data Administration[6]
  • Module Settings [7]
  • Web Forms[8]
  • Report Writer[9]
  • Commence OnDemand User Guide
  • Introduction[10]
  • Digital Dashboard[12]
    • Summaries At-A-Glance
  • Sales Opportunities[18]
  • Saved Searches and Lists[24]
Retrieved from "http://staging1.commenceonline.com/wiki/index.php?title=MediaWiki:Sidebar&oldid=1134"