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== How to Set Up a New Team == | == How to Set Up a New Team == | ||
* [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewTeam How to Set Up a New Team] | * [http://staging1.commenceonline.com/mediawiki/index.php/Accounts/HowtoSetUpaNewTeam How to Set Up a New Team] | ||
| − | Teams | + | The '''Teams''' feature allows you to create groups of people inside and outside of your company that may be working together on an opportunity or project. |
== How to View a List of Teams == | == How to View a List of Teams == | ||
Revision as of 16:08, 19 November 2012
Maintaining account and contact information is central to every On Demand activity. An account in an entity with which you do business or would like to do business.A contact is an individual associated with an account. A single account can have any number of contacts. The Sales, Leads, Marketing, Support, and Calendar functions all revolve around your accounts.
In most cases, entering account information is the first thing you will want to do as a new On Demand user.
Contents
- 1 How to Set Up a New Account
- 2 How to View a List of Accounts
- 3 How to View Account Detail
- 4 How to Sort Accounts
- 5 How to Delete an Account
- 6 How to Add an Account Contact
- 7 How to View Contacts within an Account
- 8 How to View All Contacts from All Accounts
- 9 How to Set Up a New Team
- 10 How to View a List of Teams
- 11 How to Work With Teams
How to Set Up a New Account
You set up a new account by clicking the New button on the Accounts screen. Then fill in available information in the fields provided.
How to View a List of Accounts
On-Demand allows you to group accounts into account lists. This is especially helpful in organizations that need to manage specific subsets of accounts. When you click on the Accounts module tab, the list of your accounts displays.
How to View Account Detail
On the Accounts screen, click on the account listing which you wish to view. The detail information dialog will appear.
How to Sort Accounts
By default, the account list is sorted alphabetically by account name in ascending order. You may choose to sort the list based upon any column heading by clicking on that heading. Clicking again on the same heading will toggle between ascending and descending order. A small arrow pointing up or down will indicate the column on which the list is currently sorted.
How to Delete an Account
Accounts may be deleted in the accounts list view or from the Account detail screen.
How to Add an Account Contact
You add contacts for an account from the Related Info section of the Accounts Detail screen.
How to View Contacts within an Account
An account’s contacts are listed as part of that account’s detail information.
How to View All Contacts from All Accounts
You may view all contacts from all accounts from Home section in the Accounts module.
How to Set Up a New Team
The Teams feature allows you to create groups of people inside and outside of your company that may be working together on an opportunity or project.
How to View a List of Teams
First click on the “Accounts” module tab, then, click on “Teams” to display the list of Teams.
How to Work With Teams
Commence On-Demand supports the concept of “Teams” and/or team selling. There are a few specific modules within Commence that Teams are used. These modules include Ac-counts, Sales Opportunities, Leads, and Projects. Members as-signed to a team can share information associated to a specific sales opportunity, lead, account, or project.