Difference between revisions of "Commence CRM Help"
From Commence CRM-Help
(→Commence On Demand User Help: replace Digital Dashboard with CRM Dashboard) |
(removed old release announcement. added link to About CRM Help for all release notes.) |
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| − | + | = Welcome to Commence On Demand = | |
| + | Commence On Demand is a cloud-based Customer Relationship Management (CRM) solution that provides you with the ability to capture, track, manage and share vital customer information with the people and departments that need it to efficiently do their jobs. | ||
| − | == | + | == About CRM Help == |
| − | Commence On Demand | + | This wiki is designed to help you to become familiar with Commence On Demand − its core functionality, and how quickly you can begin to manage the information you need to build long-lasting customer relationships. |
| + | See '''[[CRM_Help:About|what's new in Commence CRM]]''' for release notes and links to additional CRM Resources. | ||
| + | |||
| + | Browse the guides below to learn about all the features in your Commence CRM solution. | ||
| − | + | == Help for CRM Administrators == | |
| + | To quickly configure your instance of Commence On Demand, follow the steps in the '''[[Getting Started]]''' and '''[[Updating your Company Profile]]''' sections. | ||
| − | |||
* [http://staging1.commenceonline.com/mediawiki/index.php/CommenceOnDemandAdminGuide Commence OnDemand Admin Guide] | * [http://staging1.commenceonline.com/mediawiki/index.php/CommenceOnDemandAdminGuide Commence OnDemand Admin Guide] | ||
| − | These topics describe the tasks performed by the system administrator such as | + | These topics describe the tasks performed by the system administrator such as creating user profiles, data security rights, customizing fields for each module, and importing data. |
| − | |||
| − | == | + | == Help for CRM Users == |
| + | To quickly begin using your CRM, reference the '''[[Getting Started]]''' and '''[[CRM_Dashboard|CRM Dashboard]]''' sections. | ||
| + | |||
* [http://staging1.commenceonline.com/mediawiki/index.php/Commence OnDemand User Help] | * [http://staging1.commenceonline.com/mediawiki/index.php/Commence OnDemand User Help] | ||
| − | These topics are designed for the end user. They provide an overview of the system and instructions for performing many of the most common operations | + | These topics are designed for the end user. They provide an overview of the CRM system and instructions for performing many of the most common operations. |
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Revision as of 17:06, 7 June 2013
Contents
Welcome to Commence On Demand
Commence On Demand is a cloud-based Customer Relationship Management (CRM) solution that provides you with the ability to capture, track, manage and share vital customer information with the people and departments that need it to efficiently do their jobs.
About CRM Help
This wiki is designed to help you to become familiar with Commence On Demand − its core functionality, and how quickly you can begin to manage the information you need to build long-lasting customer relationships.
See what's new in Commence CRM for release notes and links to additional CRM Resources.
Browse the guides below to learn about all the features in your Commence CRM solution.
Help for CRM Administrators
To quickly configure your instance of Commence On Demand, follow the steps in the Getting Started and Updating your Company Profile sections.
These topics describe the tasks performed by the system administrator such as creating user profiles, data security rights, customizing fields for each module, and importing data.
Help for CRM Users
To quickly begin using your CRM, reference the Getting Started and CRM Dashboard sections.
These topics are designed for the end user. They provide an overview of the CRM system and instructions for performing many of the most common operations.