CRM Software Support Center

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

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

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

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
Set Organization Logo

Control Panel: Import

Corporate Policies
Quick create for policies
Reports for policies

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

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

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

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

Custom Templates
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

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

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

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

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

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

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
Adding solutions

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

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

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

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

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 The Personal Settings section contains links to tools that enable you to edit your user account, change your login password and customize your tabs.

Change My Password
  • Click the Change My Password link. This will take you to the Change Password page.
  • Enter your old password in the Current Password field.
  • Enter your new password in the Password field and Confirm Password field. Your password is case sensitive and must be at least 5 characters long. You cannot use your username as a password nor can your password contain your username.
  • Click the Save button to save your new password. Click the Cancel button to cancel your password changes. You will then be taken back to the Control Panel page.

Customize Currency Display
  • Click the Customize Currency Display link. This will take you to the Customize Currency page.
  • Select your currency from the dropdown menu.
  • Otherwise enter your own currency using the space provided below.
  • Click on Update Currency to apply changes to all forecasts.

Edit My User Information
  • Click the Edit My User Information link to view your account information. This will take you to your Personal Information page.
  • Click either on the Edit buttons located above and below the user information. This will take you to the User Edit page. (Click the Change Password button to change your login password, as described in steps 2-4 of Change My Password.)
  • You can now make changes to your User Details and Address Details.
  • Click the Save button to save any changes you have made. Click the Cancel button to cancel any changes you have made.

Recorder My Tabs Click the Recorder My Tabs link. This will take you to the Customize Tabs page. From this page you can customize how your tabs, buttons and sidebar are displayed.

Customize Buttons:
Links to tools that are commonly used by all user types; CRM, SFA or others; are displayed in the form of buttons located along the upper-middle part of your window.

  • To change the order in which the buttons appear, use theicons.
  • The Status of each tab signifies whether the tab is currently being displayed or not. If the status is On, the button can be seen. If the status is Off, the button is currently hidden. Click the On / Off link to hide or show the button.

Customize Tabs:
All available tabs are listed under the Customize tabs section.

  • To change the order in which the tabs appear, use theicons.
  • The Status of each tab signifies whether the tab is currently being displayed or not. If the status is On, the tab can be seen. If the status is Off, the tab is currently hidden. Click the On / Off link to hide or show the tab.

Customize Sidebar:
All available sidebar panels are listed under the Customize sidebar section.

  • To change the order in which the sidebar panels appear, use theicons. You may also use theicons located on the top right corner of each panel in the sidebar itself.
  • To open or close a sidebar panel, click the On / Off status link. You may also click the x icon located on the top right corner of each panel in the sidebar to close the panel.
  • All closed panels are listed at the bottom of the sidebar in the More Panels... section. Click the + icon to view the list of closed panels, if any.
  • To restore a closed panel, click the Add Panel link.

Select a Theme

  • Click the Select a Theme link to change the current theme. This will take you to Select a Theme page.
  • Choose either Salesboom Default Theme (current) or the Accessibility Theme by clicking on Use this Theme link.

Share My Calendar
  • Click the Share My Calendar link to share your own calendar. This will take you to Share Calendar page.
  • Click on Share my Calendar to choose your calendar. And from the drop down menu you can choose the appropriate option.
  • Click the Save button to save any changes you have made. Click the Cancel button to cancel any changes you have made.

Calling Preferences
  • Click the Calling Preferences link to choose the method in which you would like Salesboom to place your outgoing calls. This will take you to Calling Preferences page.
  • Click the Save button to save any changes you have made. Click the Cancel button to cancel any changes you have made.

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