Commence is a cloud-based Customer Relationship Management (CRM) solution that provides you with the ability to capture, track, manage and
...|what's new in Commence CRM]]''' for release notes and links to additional CRM Resources.
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#REDIRECT [[CRM Dashboard]]
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Once the dropbox is set up it is ready for use by any authorized CRM user at your company.
...o one has Administrator rights at your company, please contact Commence to help you with the dropbox configuration.''
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The On Demand '''[[CRM_Dashboard|CRM Dashboard]]''' displays. This is your On Demand home page.
Return to '''[[Commence OnDemand User Help]]'''
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...This is your <nowiki> “Home Page” </nowiki> when using the software. Your CRM Dashboard is customizable and as such will appear similar, but not necessar
* [[Edit_Dashboard|How to Customize your CRM Dashboard]].
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Return to [[Edit_Dashboard|How to Edit your CRM Dashboard]]
Return to [[Edit_Dashboard|How to Edit your CRM Dashboard]]
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Commence is a web-based CRM solution that enables businesses to manage customer relationships in an org
The Commence '''[[CRM_Dashboard|CRM Dashboard]]''' displays. This is your CRM home page.
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...and statistical purposes. The choices in this list can be modified by your CRM Administrator.
#The ticket should be '''Assigned To''' an active CRM user with a valid email address. This person will be receive an email alert
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The CRM Dashboard is your '''home page''' when using On Demand. This is the first
Module tabs run across the top of your CRM Dashboard and provide quick access to the On Demand modules that are availa
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This guide is designed to help you to become familiar with the software. It provides an overview of the sy
Commence is a powerful web-based Customer Relationship Management (CRM) solution for managing client and sales related information. Commence prov
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1. Click on '''New Lead''' from the CRM Dashboard. ''The New Lead form displays.''
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Return to '''[[CRM_Dashboard|CRM Dashboard]]'''
= Customizing your CRM Dashboard =
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''Commence On Demand'' is a web-based Customer Relationship Management (CRM) solution for managing client and sales related information. On Demand inc
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...pbox allows users to attach email communications to account records in the CRM.
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...designed to store limited accounting information for sales reps and other CRM users who typically do not have access to the corporate accounting system.
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With CRM On Demand, you can create your own reports using the '''Report Writer'''.
Return to '''[[Commence OnDemand User Help]]'''
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The On Demand '''CRM dashboard''' displays. This is your On Demand home page.
Return to [[Commence OnDemand User Help]]
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...can enter a new lead from the '''Leads''' module or directly from your '''CRM Dashboard'''. From the Dashboard, simply click on '''New Lead''' in the Hom
...list of individual leads, click on the lead name to view additional detail about that lead.
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14. Match the imported fields on the left with the CRM On-Demand fields. You may also enter default values on the far right. If y
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...designed to store limited accounting information for sales reps and other CRM users who typically do not have access to the corporate accounting system.
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