The Admin Training Manual can be downloaded by chapter from the table below:
Note: AdobeĀ® ReaderĀ® is required to view these documents.
| Admin Manual Chapter | Description | File Size |
|---|---|---|
|
|
Organization Maintenance | 5.7MB |
|
|
Employee Record Maintenance | 2.7MB |
|
|
Download Setup | 787KB |
|
|
Actions Setup | 2.1MB |
|
|
Color Schemes and Blank Forms | 1.0MB |
|
|
Lookup Management | 5.9MB |
|
|
Opportunities | 2.5MB |
|
|
Office Integration | 4.9MB |
|
|
Security | 7.4MB |
|
|
Attachment Folder Setup | 1.2MB |
|
|
Campaign Management | 2.8MB |
|
|
eLink Functionality | 984KB |
|
|
Lockbox | 6.5MB |