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... Associate Records from other Modules to a Campaign The 'Campaigns Details' interface lets you associate records from various CRM modules (contacts, leads, opportunities, customer organizations) with a campaign record. Administrators can view and manage these records and can initiate campaign emails to the prospects.  View and manage the contact records associated with a campaign record Click 'All' > 'Campaigns...

... Manage Contacts   You can schedule activities for any contact that has been added to the Customer Relationship Management (CRM). Contact activities will be shown in the calendars of team members assigned to the activity. Other team members may view the activity details from the shared calendar. You can also view and manage associated emails, quotes, sales orders, purchase orders...

... Introduction to CRM   CRM allows businesses to save time and grow productivity by implementing automatic workflows to generate, nurture and close customer leads and opportunities. CRM benefits Automation of sales processes Customer Support & Services Marketing Automation Inventory Management Calendar & Activity Management This guide will take administrators through the set up and ongoing usage of CRM and is...

... Generate a Report By default, all reports are stored in the 'All Reports' folder. You can also create custom report folders as required. Click 'All' > 'Reports' Click the 'Add Report' drop-down button. There are two available report options: Details Report - Provides a customized view of client based activities Charts - Allows you to create a custom chart Report Details...

... Associate Records from other Modules to a Contact   The 'Contacts Summary' interface lets you associate various records with a contact. Records you can associate include opportunities, campaigns, invoices, purchase orders, quotes and more. Contacts that are members of a single organization will be listed in the organization record on viewing its associated contacts. To view and manage the records...

... Mass Management of Invoices You can edit/import to/export/de-duplicate several invoice records at once. This is useful when you are updating or altering details that are common to a set of invoice records. For example, you may have several invoices that are assigned to different staff members but would like to reassign them to a single person. Tip : If you want...

... Using Issue Tracker Issue Tracker helps you maintain the security and efficiency of your computer by automatically identifying problems on your computer and helping you to fix them. For example, Issue Tracker will alert you if you have too many startup programs/services (can cause computer slow down); an inefficient registry (can also cause slow down and crashes) or your hard...

... Import Settings From Another Browser   You can import bookmarks, saved passwords and other data from the following browsers: Mozilla Firefox Microsoft Edge Microsoft Internet Explorer  Google Chrome You can also import bookmarks from a HTML file. Click the menu  button at top-right Select 'Settings' Click 'People' > 'Import bookmark and settings' Alternatively, click the ellipsis at...

... Manage Profiles for Network SNMP Devices Click 'Assets' > 'Network Management' > 'Profiles' Network profiles are used on SNMP compliant devices that don't run a supported operating system (Windows, Linux, iOS etc). Example devices include routers, switches and printers. The profiles let you track events on SNMP devices and receive alerts if certain conditions are met. You first create...

... Using Issue Tracker Issue Tracker helps you maintain the security and efficiency of your computer by automatically identifying problems on your computer and helping you to fix them. For example, Issue Tracker will alert you if you have too many startup programs/services (can cause computer slow down); an inefficient registry (can also cause slow down and crashes) or your hard...