An Introduction to ConcourseSuite
What is Customer Relationship Management?
Understanding the Need for Customer Relationship Management
Features of ConcourseSuite
Benefits of ConcourseSuite
Understanding the ConcourseSuite User Interface
Overview of the Home Module
How Does This Module Help You?
Understanding the Dashboards Page
Understanding the Welcome Page
Understanding the Calendar
Viewing the Mailbox
Managing Tasks
Building Action Lists
Assigning Action Plans
Managing Re-Assignments
Creating a Website
How Does This Module Help You?
How to Access Website (Beta) Module
Understanding the Dashboard Page
Creating a Public Website
Organizing Your Previous Work Examples
Adding Products
Uploading Media Files
Managing Leads
How Does This Module Help You?
Understanding the Leads Dashboards
Understanding the Leads Overview
Searching for a Lead
Adding a Lead
Adding a vCard
Importing Leads
Exporting Leads
Managing Contacts
How Does This Module Help You?
Understanding the Dashboards Page
Searching for Contacts
Viewing History
Using Contact Folders
Recording and Planning Activities
Sending Messages
Adding and Accessing Documents
Viewing Opportunities
Importing Contacts
Exporting Contacts
Understanding the Pipeline
How Does This Module Help You?
Viewing the Dashboard
Understanding the Overview Link
Adding an Opportunity
Searching for an Opportunity
Exporting an Opportunity
Managing Accounts
How Does This Module Help You?
Viewing the Dashboards
Searching for an Account
Viewing Account Details
Importing Accounts
Exporting Accounts
Viewing History
Managing Folders
Viewing Contacts
Managing Action Plans
Adding Activities
Adding Opportunities
Adding Quotes
Viewing Projects
Viewing Service Contracts
Assets
Managing Tickets
Relationships
Document Stores
Managing Products
How Does this Module Help You?
Searching for a Product
Viewing Products
Adding a Category
Adding a Product
Importing Products
Understanding Quotes
How Does This Module Help You?
Searching Quotes
Adding a Quote
Viewing Quote Details
Understanding the Actions Performed on Quotes
Adding Quote Notes
Viewing Quote History
Using the Quotes Logo Admin Feature
Understanding Communications
How Does This Module Help You?
Accessing the Dashboards Page
Accessing the Communications Overview
Viewing Campaign Details
Using Campaign Builder
Adding a Campaign
Adding Groups
Adding Messages
Adding Attachments
Managing Projects
How Does This Module Help You?
Viewing New Projects
Adding a Project
Searching for a Project
Accepting Invitations
Accessing the Help Desk
How Does This Module Help You?
Viewing the Help Desk Dashboards Page
Accessing the View Tickets Page
Creating a New Ticket
Viewing Ticket Details
Searching for a Ticket
Adding Defects
Understanding Knowledge Base
Managing Documents
How Does This Module Help You?
Viewing Documents Home Page
Adding a Document Store
Searching for a Document Store
Viewing Document Store Details
Managing Company
How Does This Module Help You?
Viewing the Dashboards Page
Viewing the Employees Page
Managing Employees
Downloading a vCard
Viewing Reports
How Does This Module Help You?
Accessing the Reports Page
Viewing Report Queue
Creating Reports
Adding Report Parameters
Configuring the Application
How Does This Module Help You?
Viewing the Admin Page
Managing Users
Managing Roles
Adding Groups
Managing Portal Roles
Configuring Modules
Configuring the System
Checking System Usage

Copyright © 2008 ConcourseSuite