CRM Software Support Center
SIDEBAR

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

The sidebar contains numerous tools to help you complete tasks quickly and easily. Each tool is located on a panel, which can be closed to allow more room for other panels. In this way you can customize your sidebar to display only the tools you use most often. The position of the sidebar can be changed to the left or right of the screen. It may also be completely hidden from view.


Adjusting the Sidebar Click the or icon located on the top right corner of the sidebar to orient the sidebar to the left or right of the screen. Click the or icon to hide and restore the sidebar.



Sidebar Panel Display Options Each panel in the sidebar has icons in the top right corner that enable you to move and close the panel.

Move a Panel To move a panel up or down in the sidebar, click the icons located in the top right corner of the panel you want to move.
Close a Panel To close a panel, click the icon located in the top right corner of the panel you want to close.
More Panels This section lists additional panels that can be displayed. Panels that you previously closed are also found in this list.
  • Click the + or - icon to expand or contract the list.
  • To display a panel in the list, click the Add Panel link.


Sidebar Panel Tools
Each sidebar tool is located on a panel that can be added or removed from the sidebar. If you do not see the panel you are looking for, you will have to add it to the sidebar.

See Also: Sidebar Panel Display Options



Search

The keyword search tool allows you to search your entire salesboom.com database. You can search for a person's name, phone number, address etc. Type the keyword you want to search for into the Search panel text field and click Go!. Your search results will be displayed on a new page. Only a few fields for each record are displayed, so the field that matched your keyword search may not be shown. To view a listed record, click the View link located to the left of the record.



Advanced Search

The advanced search tool gives you the ability to refine your search to specific data types within your organization. You can search for records by creation date or last modified date. You can also narrow your search to include only records created by you. Save your search parameter profiles for easy access to the searches you use most often.

Click the Advanced link in the Search sidebar panel. This takes you to the Advanced Search page.



  1. Enter Keywords Enter the keywords you want to search for in the Enter keywords text field. When searching for multiple words use the | character between two words to find records containing either word. Use the & character between two words to find records that contain both words. Place the ! character in front of a word to find documents that do not contain that word. For example, consider the following search string: Apple & Orange & Strawberry | Lemon | Kiwi ! Pineapple Here is how the search is performed:
    • Apple & Orange: Both words must be found.
    • Strawberry | Lemon | Kiwi: At least one of these three words must be found.
    • ! Pineapple: This word must not be found.
  2. Search Types: Specify the data types you want to search for in the Search Types section. Perhaps you only want to search through the solutions, or maybe you want to search solutions and contacts. Click the checkbox next to each listed data type to include it in the search. Click the checkbox at the top of the Search Types section to select all data types.
  3. Search by Date Created OR Modified:
    • Click the Date Created or Date Modified radio button to select which date field to search.
    • Click the icon located beside the date type you specified. Choose a date from the window that pops up.
    • Select a search filter from the drop down box. Choose Equals to find records with the same creation or modified date. Choose Greater than to find records that were created or modified after the date you specified, and so on.
  4. Records to Search: Specify to search all records you have access to within your organization or search only records that you have created. Click a radio button to make your selection.
  5. Save the Search:
    • Enter a name for the search in the text field provided.
    • Click the checkbox located to the left of the text field if you want to save the search.
    • The search will be saved when you execute the search by clicking the Search button.
    • Saved searches are available in the load a saved search drop down box, located just under the Search text field. Also see Step 1.
  6. Perform the Search: Click the Search button to execute the search using the parameters you have specified. The search results will then be displayed.


Favorite Links This feature allows you to create shortcuts to your favorite web sites. Shortcuts to web sites for frequent use by your company are also available.

Using My Favorites and Company Favorites
Web links that you create are listed under Favorite Links. Favorite links for the entire company are created by the Administrator and are listed under Company Links. All company users can access these. To use a link, simply click on it. A new web browser will be opened to display the web site for the link you chose.
Adding a New Web Link to My Favorites
  • Click the Edit Favorite Links link located at the bottom of the Favorite Links panel. This will take you to the Edit page.
  • Type the web address of one of your favorite web sites in the URL text field. This must be a complete web address, such as http://www.salesboom.com
  • Add a descriptive title for the URL in the Title field. This title will be displayed in your Favorite Links panel.
  • Click the Add Link to My Favorites button.
Adding a New Web Link to Company Favorites (Administrators only)
  • Click the Edit Favorite Links link located at the bottom of the Favorite Links panel. This will take you to the Favorites page.
  • Type the web address of one of your favorite web sites in the URL text field. This must be a complete web address, such as http://www.salesboom.com
  • Add a descriptive title for the URL in the Title field. This title will be displayed in your Favorite Links panel.
  • Click the Add Link to Company Favorites button.
Deleting a My Favorites or Company Favorites Web Link
  • Click the Edit Favorite Links link located at the bottom of the Favorite Links panel. This will take you to the Edit page.
  • All of your favorite links are listed under Favorite Links. Click the Delete button located to the right of the link you want to delete.
  • System Administrators can likewise delete links located in under the Company Favorites section.



Item History Item History is a list of all items that have been recently viewed or created. The icon next to each link denotes what type of item it is. Hold the mouse pointer over an item icon to see what type it is. It could be a contact, lead, account etc. Click any of the listed links to view the item in detail.




Messenger The Messenger panel allows you to send instant messages to salessoom.com users within your organization.

Instant Message Watcher Each time you log in you will notice that a separate window opens. This is the Instant Message Watcher. It is on the watch for incoming instant messages from other Salesboom.com users. The Instant Message Watcher starts up as soon as you log into salesboom.com To stop the Instant Message Watcher from automatically starting up at login, click the Do Not Start Message Watcher Automatically link located at the bottom of the Messenger sidebar panel. To turn this option back on, click the Start Message Watcher Automatically link located at the bottom of the Messenger sidebar panel. When the watcher window is open, you can turn it off simply by closing the window. To turn it on again, click the Check Messages link located in the messenger sidebar panel. However, you don't need to have the watcher window open in order to receive messages. Salesboom checks for new messages each time the browser window refreshes.

Sending Messages



  • To send an instant message to another user, select a username from the Send To drop down box located at the top of the Messenger panel.
  • Once a user has been selected, click the Send button located below the drop down box.
    NOTE: If no users are currently logged in, the Send To drop down box will not be available. Instead, an offline user link is present. Click this link to view a list of company users. Click the Send Message link located to the right of the user you want to send a message to and continue with the steps below.
  • An Instant Messages dialog box will pop up.
  • Type your message in the Message text box. There is a 1000-character message limit.
  • When you want to send your message, click the Send button located to the right of the message text box.


Attaching Files Salesboom's Instant messaging Service Software also allows you to send a file attachment to other users in your organization.
  • Use the Send To: drop down box in the Messenger sidebar panel to select a user to send a message to. This will open the Instant Messages window.
  • Click the Browse button located toward the bottom of the Instant Messages window. This will bring up a Choose File window. Use this window to browse to the file you want to send. Once you have found the file, select it and click the Open button. The Choose File window will close and the full path to the file you selected will appear in the Attach File text field of the Instant Messages window.
  • Now click the Attach button to attach the file to the message.
  • Click the Send button to send your message and file attachment to the specified user.
  • To Remove an attached file, select the (Remove) link.

Receiving Messages
In order to receive instant messages from other salesboom.com users the Instant Message Watcher window must be active. The message watcher appears as an ordinary window and is visible on your desktop and task bar like every other window. If you do not see the Instant Message Watcher window, you will need to activate it. To activate the message watcher, click the Check Messages link located in the Messenger sidebar panel. The Instant Message Watcher window will open. If you have any messages waiting, they will appear in an Instant Messages window. You can then reply to the messages using this window if you wish.


Calculator Use the calculator to perform quick calculations when you are entering data on a salesboom.com page.


Company Messages This panel displays a special message for all company users to read.

Changing the Company Message (Administrators only)
  • Click the Edit Message link.
  • Type a new message in the Messages and Alerts text box.
  • Click Save Company Message to save the message.
  • Users who are currently logged in will see the new message as soon as they perform an action that will refresh their web browser.
New Features To get the latest salesboom.com news and updates, click the New Features link located at the bottom of the Company Messages sidebar panel. This will open a new web browser to the SalesBoom.com home page.


Date & Time This panel displays the current date and time. The time and date are in synch with your computer's internal clock.


Calendar The calendar is an easy and convenient way to keep track of your busy schedule. You can get a quick view of your scheduled events for the current week or month as well as a detailed view of each day.

Navigating the Calendar
  • To change the month, use the icons located at the top of the calendar.
  • Click any day displayed on the calendar for a detailed view of events scheduled for that day.
  • Days that have scheduled events are highlighted in red.
  • When viewing events for a particular day or week, use the icons to view the previous or next calendar day or week.
Viewing Calendar Events Current Day: For a detailed view of events scheduled for the current day, click the icon located at the bottom of the calendar. This will take you to the Day View page. This page lists events scheduled for every hour of the day you selected. Click a listed event to view the event in detail. Click a listed time of day to schedule an event for that time.

Current Week: For a quick view of events scheduled for the current week, click the icon located at the bottom of the calendar. This will take you to the Week View page. This page lists events scheduled for each day of the current week. Click a listed event to view the event in detail. Click a listed day to view all events scheduled for that day. Click Add Event to add an event for that day.

Current Month: For a quick view of events scheduled for the current month, click the link located at the bottom of the calendar. This will take you to the Month View page. Click a day of the month for a detailed view of scheduled events for that day. Click Add for any listed day to add an event for that day. Click any listed event for a detailed view of that event.

Any Day: For a detailed view of events scheduled for any day displayed on the calendar, first choose the month you want by clicking the icons at the top of the calendar. Then click the day of the month you want to view. This will take you to the Day View page. This page lists events scheduled for every hour of the day you chose to view. Click a listed event to view the event in detail. Click a listed time of day to schedule an event for that time.

See Also: Events

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