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Accounts
What is an Account?
Accounts Tab Page
Viewing Accounts
Custom Account Views
Manage Accounts
Managing Accounts
Creating a New Account
Saving Accounts
Edit an Account
Delete an Account
Print an Account
Account Tools
Import Accounts
Account Web Capture Tool
Account Reports
Adding a Contact
Adding an Opportunity
Adding Multiple Addresses
Adding a Note
Adding a Task

Ajax and COMET Tools
Ajax Contacts Rolodex

Campaigns
What is a Campaign?
Campaigns Tab Page
Viewing Campaigns
Custom Campaign Views
Featured Campaigns
Managing Campaigns
Creating a Campaign
Saving a Campaign
Edit a Campaign
Delete a Campaign
Print a Campaign
Adding a Lead
Adding an Opportunity
Adding an Account
Adding a Contact
Adding a Web Capture Tool

Cases
What is a Case?
Cases Tab Page
Viewing Cases
Custom Case Views
Featured Cases
Manage Cases
Managing Cases
Creating a New Case
Saving a Case
Sending Notification
Edit a Case
Delete a Case
Print a Case
Linking to a Contact
Case Reports
Case Tools
Web Capture Tool
Adding a Note
Adding a Task

Contacts
What is a Contact?
Contacts Tab Page
Viewing Contacts
Custom Contact Views
Manage Contacts
Managing Contacts
Creating a New Contact
Edit a Contact
Delete a Contact
Clone a Contact
Contact Tools
Web Capture Tool
Contact Reports
Adding a Note to a Contact
Adding a Task to a Contact
Adding a Photo to a Contact

Control Panel
Personal Information
Edit Personal Information
Change My Password
Customize My Tabs
Customize Tabs
Customize Buttons
Customize Sidebar
Importing
Set Organization Logo

Control Panel: Import

Corporate Policies
Quick create for policies
Reports for policies

CRM Administration
Overview
Add Company Message
Custom Tabs and Fields
Customize Selection Lists
Rename My Tabs

Custom Page Layout
Overview
Campaigns Layout
Leads Layout
Accounts Layout
Contacts Layout
Opportunity Layout
Contracts Layout

Data Management
Overview
Custom Templates
Signature
External E-mail Settings
Mass E-mail History
Outlook Integration
Importing
Flagged Errors

Documents
What is a Document?
Documents Tab Page
Viewing Documents
Custom Document Views
Retrieving Saved Documents
Document Hierarchy
Featured Documents
Managing Folders
Creating Folders
Editing Folders
Deleting Folders
Managing Documents
Adding Documents
Sending Notification
Editing Documents
Replacing Documents
Deleting Documents
Moving Documents
Manage Documents

Email
Custom Templates
Signature
External Email
Mass Email History
Detailed Mass Email Reports
Mass Email Attachments
MS Outlook Integration
Email to Case
Email to Lead
Viewing Messages
Viewing Folders
Creating a Folder
Composing a Message
Adding Attachments

Events
What is an Event?
Viewing Events
Creating Events
Creating a New Event
Inviting Others
Sending Notification
Editing & Deleting Events

Forecasts
What is a Forecast?
Forecasts Tab Page
Viewing Forecasts
Custom Forecast Views
Featured Forecasts
Forecast Data Fields
Opportunity Data Fields
Creating a New Forecast
Edit a Forecast
Delete a Forecast
Print a Forecast
Forecast Reports

Human Resource Management
Employee Management
Employees tab
Viewing an Employee Record
Employee Policy Violation Reports

Importing Data
Supported Data Types
Importing Your Data

Instant Messages
Personal User Data
Sending Messages
Message Archive
Message Archive Search
Message Key Users

Leads
What is a Lead?
Leads Tab Page
Viewing Leads
Custom Lead Views
Manage Leads
Managing Leads
Creating a New Lead
Sending Notification
Edit a Lead
Clone a Lead
Delete a Lead
Converting a Lead
Generating Lead Reports
Lead Tools
Import Leads
Lead Web Capture Tool
Adding Document to a Lead
Adding Photo to a Lead
Adding a Note to a Lead
Adding a Task to a Lead

Logging In and Out

Microsoft Outlook Integration

Notes
What is a Note?
Viewing Notes
Creating Notes
Editing and Deleting Notes

Opportunities
What is an Opportunity?
Opportunities Tab Page
Viewing Opportunities
Custom Opportunity Views
Manage Opportunities
Managing Opportunities
Creating a New Opportunity
Saving an Opportunity
Edit an Opportunity
Delete an Opportunity
Opportunity Reports
Linking to an Account
Adding a Note
Adding a Task

Organization Mapping with Accounts Parent Account Field

Profiles
Creating and Editing Profiles
Managing Profiles Profile drop-down in User
Add/Edit screens
Disabling a Tab in the Related Records Section
Setting User Login Hours Restrictions (Rules)
Assigning Login Rules to Profiles
Standard Profiles

Public Knowledge Base
Overview
Adding solutions

Reports
Generating Reports
Creating Custom Reports
Editing Custom Reports
Deleting Custom Reports
Filtering Reports & Views
Sorting Reports & Views

Sales Commission Programs
Enabling Commissions Porgram
Sales Commission

Sales Contracts
Contracts tab
Contract Mangement

Skype Integration

Spell Checker

Stay-in-Touch Mass Email
Exporting data
Mail merge

Tab Page Views
Creating Custom Views
Editing Custom Views
Deleting Custom Views

Tasks
What is a Task?
Viewing Tasks
Creating Tasks
Linking Tasks
Editing and Deleting Tasks
Task History

The Sidebar
Adjusting the Sidebar
Sidebar Panel Tools
Search
Advanced Search
My Favorites
Item History
Messenger
Calculator
Company Messages
Date & Time
Calendar

Trash Can
Restoring Deleted Items

Violation of Corporate Policies
Violations tab
Reports on Violations
Quick create for Violations
Importing/Custom Views for Violations
Viewing a Policy
Policy Violation Report

Web based Project Management
What is Web based Project Management ?
Viewing Projects
Viewing Project Tasks
Viewing Project Resources
Viewing Project Expenditures
Featured Projects
Managing Projects
Creating a Project
Saving a Project
Editing a Project
Deleting a Project
Project Tasks
Creating Project Tasks
Adding Project Tasks
Removing Project Tasks
Project Resources
Creating Project Resources
Adding Project Resources
Removing Project Tasks
Project Expenditures
Creating Expenditures
Removing Expenditures
Tracking Project Progress


Web Capture Tool
Creating a Capture Tool
Generating HTML
Editing a Capture Tool
Deleting a Capture Tool
Web Capture Fields

Workflow
Overview
Big Deal Alert
At-Risk Deal Alert
Business Support Hours
Workflow Rules
Workflow Tasks
Workflow Alerts
Adding Conditions

Working with Mass Data

ZIP Code Proxomoty Search

Overview

Contacts can be grouped into Contact Groups that is familiare to ACT! Users, but more powerful. Contact Grouping is a simple, robust, user specific index creator to your Contact database in the Salesboom CRM. Contact groups can be created by organization or by any Salesboom user. Contacts can be grouped in multiple groups, allowing a many-to-many naming conventions to allow you to drill down to contacts quickly and effortlessy.

There are default contact groups created for each Salesboom User

  1. "(Organization Name) Contact Groups" - the root group for the organization which contains all the contacts organization-wide.
  2. "(User Name) Contact Groups" sub group – each user in the organization will have their username as a root contact group that contains all of the contacts owned by that user.

To View Contact Groups

Goto Contacts home page and click "Manage Contact Groups".

If group has, for example, 50 contacts in it, "50 Contacts" will be displayed after the group link.

Click on a Contact Group link to view a contact group by choosing a contact group from the tree.


Creating Contact Groups

To create a Contact Group in your Salesboom.com account, click the "Manage Contact Groups" link along the left side of the Contacts section.

Click on the "Groups" tab and click "Add Group" to add a sub group to the current contact group.


Adding Contacts to Contact Groups (Edit a Contact Group)

Click "Add/Remove Contact(s)" to add or remove contact(s) from group(s).


Deleting Contacts From Contact Groups

Deleting a contact group will delete all Contacts links from the contact group and from all Contact

Group sub groups. The contact records themselves are not deleted by deleting a contact group. Deleting a contact group just deletes that named index or set of pointers to the Contact records stored in the CRM database. Click "Add/Remove Contact(s)" to add or remove contact(s) from group(s).


Attaching a Photo to a Contact Photos can be easily attached to any Contact within Salesboom.com providing you with a picture of the person you are dealing with.

  • Select the Contact you wish to upload a Photo to
  • Click on the blank or current photo displayed to select your new image
  • Click Choose File and Select a Photo from your computer
  • Click Save
  • Now when viewing this Contact the Photo is visible in the top left corner of your screen
  • Please Note: Photo size should be 85 pixels by 85 pixels or contain the same width and height and Salesboom.com will automatically resize.
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