From CommenceCRM-Help
Revision as of 13:17, 26 September 2012 by Technowrites (talk | contribs)
- Updating your Company Profile[1]
- Security Profiles
- Adding Security Profiles
- Adding Users
- Assigning Security Profiles
- Server Settings[2]
- E-mail Settings & E-mail Templates
- License Settings
- Data Administration[3]
- Garbage
- Attic
- Merge and Purge
- Global Replace
- Audit Trail
- Module Settings [4]
- 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[5]
- Report Writer[6]
Commence OnDemand User Guide
- Introduction[7]
- Overview
- System Requirements
- Logging On[8]
- Your Access URL
- Your Username and Password
- How to Log Onto On-Demand
- Digital Dashboard[9]
- Module Tabs
- Search Function
- Edit/Help
- Module Actions
- Quick Links
- Summaries At-A-Glance
- Leads[10]
- 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[11]
- 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[12]
- 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[13]
- 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[14]
- 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[15]
- 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[16]
- 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[17]
- 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[18]
- How to View Documents
- How to Add a Document Folder
- How to Add a Document
- How to Delete a Document
- Analytics[19]
- How to Select Analytic Graphics
- Reports[20]
- Saved Searches and Lists[21]
- Conclusion[22]