CRM Introductory Tutotial - Support Center

INTRODUCTORY CRM TUTORIALS

Rollout Guide
Preparing Your Company
Configuring Your Organization
Rollout

Data Migration Guides
Exporting Your Data
Importing Your Data
Getting Started
Using the Import Wizard
Using CSV Files
Importing Your Data
Mapping your CSV File

Introductory Tutorial
Accounts
Cases
Campaigns
Managing Cases
Events
Solving Cases
Contacts
Forecasts
Leads
Leads management
Opportunities
Reports
Solutions
Tasks

Administrative Tutorial
Administrator Introduction
User & Role Administration
Creating Roles
Role Data Fields
Managing Users
Creating Users
User Data Fields
Managing User Accounts
Editing User Accounts
Changing User Passwords
User Login History
Administration Console
Security and Access Settings
Disk Storage
Customize Selection Lists

Salesboom.com is an online service designed to help companies and organizations manage and share vital customer information.

Please step through this tutorial to learn how to use the major features of SalesBoom.com

Marketing Users

Introduction to Campaigns

Sales Representatives

Introduction to Leads
Introduction to Accounts
Introduction to Contacts
Introduction to Forecasts
Introduction to Opportunities

Sales Managers

Introduction to Leads Management

Customer Service and Support Representatives

Introduction to Cases
Introduction to Solving Cases
Introduction to Solutions
Log a Call

Customer Service and Support Managers

Introduction to Case Management

All Users

Introduction to Reports
Introduction to Events
Introduction to Tasks

Education
CRM Glossary
Data Sheets
Getting Started Guide
Product Demos
CRM Implementation Kit

Training
Table of Contents
Fast Track Program
Online Training
Free CRM Trial
FAQ's

Tutorials
Administrative
Export & Import
Introductory
Rollout
CRM Video Tutorials

Role Based Overview
Marketing User
Sales Manager
Sales Rep
Service/Support Manager
Service/Support Rep