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
Overview
Built into many areas of Salesboom CRM is a handy spell checking tool. Whenever your are typing something into the CRM, simply click the ‘Spell Check’ Button and Salesboom will spell check it for you, ensuring proper data goes into the CRM.
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