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 |
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Organization Maintenance | 5.7MB |
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Employee Record Maintenance | 2.7MB |
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Download Setup | 787KB |
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Actions Setup | 2.1MB |
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Color Schemes and Blank Forms | 1.0MB |
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Lookup Management | 5.9MB |
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Opportunities | 2.5MB |
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Office Integration | 4.9MB |
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Security | 7.4MB |
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Attachment Folder Setup | 1.2MB |
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Campaign Management | 2.8MB |
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eLink Functionality | 984KB |
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Lockbox | 6.5MB |