1 Base CRM Guide Getting started and understanding of the basic features of Base CRM.
2 Table of Contents BASIC NAVIGATION 03 Logging in 04 Desktop Navigation 05 Settings DASHBOARD 06 Your Dashboard LEADS 08 What is a Lead? 09 Importing Leads 10 Adding a Lead 11 Converting a Lead 13 How do Leads Fit into the Sales Process? 16 Adding Contacts 17 Editing Contacts DEALS 18 What is a Deal? 19 Adding a Deal 20 Adding Forecasting to Deals 21 Adding a Contact to a Deal 22 Adding a Task to a Deal DOCUMENTS 23 Your Documents TASKS 25 Your Tasks VOICE 28 What is Voice? REPORTS 29 Your Reports MOBILE 30 About Mobile 31 Sync 32 Offline Access permissionspermissions PERMISSIONS 33 Your Permissions CONTACTS 14 Your Contacts 15 Importing Contacts S 26 Connect Your s 27 Sending s 2
3 BASIC NAVIGATION Logging In You can access Base from anywhere using any device with Internet connection. To log into Base, visit getbase.com and click the LOGIN link at the top of the page. Once you see the login screen, enter your credentials and click Login. LOGIN LINK 3
4 BASIC NAVIGATION Desktop Navigation Base uses icons to indicate the different sections in the application. These icons are used throughout Base to indicate a Lead, Contact, Deal, Task, etc. DASHBOARD LEADS CONTACTS DEALS An overview of all your activity in Base People and companies that are potentially interested in your products or services All your business contacts including people and companies Sales opportunities related to your business contacts TASKS REPORTS Tasks related to Leads, Contacts and Deals An inbox where you can track all communications with Contacts and Deals A series of reports related to your sales efforts 4
5 BASIC NAVIGATION Settings Base settings are a place for you to manage your personal account settings, set up integrations, manage custom fields, import and export data and more. Settings can be found by clicking the gear icon in the top right of the page. SETTINGS ICON 5
6 DASHBOARD Your Dashboard Your dashboard is the first screen you see when you sign in to your Base account. It s meant to give you a quick snapshot of all important activity going on in your account. If you re an admin, you will have the ability to filter the dashboard news feed by user. Pipeline Summary The left column is your pipeline summary which give you the total value of your Deals, how many Deals you have in your pipeline, your closed Deals divided into categories, and team Deal load. Activity Feed The center column is a feed of all the activity taking place in your account. It can be filtered by Notes, Completed Tasks, and Deals. When a you or a team member adds a new Deal, Lead, Contact, Note, or Task, it will show up in this feed. List of Tasks and Deals The right column shows your list of tasks with due dates. You can also see a list of the tops Deals in your account. 6
7 PIPELINE SUMMARY ACTIVITY FEED LIST OF TASKS AND DEALS 7
8 LEADS What is a Lead? A Lead is a Person, Company, or business opportunity that hasn t yet been qualified for your sales pipeline. Typically, these are contacts you make from networking, at tradeshows, seminars, ads and purchased lists (among many other places). When leads become qualified, they can be converted to contacts or deals. A list of your Leads can be found by clicking on the at the top of the application. target icon in the main navigation LEADS ICON 8
9 LEADS Importing Leads Leads can be imported from a CSV or VCF file. Base also supports importing from 3rd party applications like Linkedin, Salesforce and Google. More information about exporting Leads from specific applications can be found at To import leads to Base, go to Settings > Import, choose where your data is and follow the instruction for importing. 9
10 LEADS Adding a Lead Leads can be added manually or bulk imported from an external sources as mentioned on the previous page. To manually add a lead, navigate to the lead tab and select the + Lead button. + LEAD BUTTON 10
11 LEADS Converting a Lead When a Lead is qualified you can convert this Lead into a Contact with a Deal associated to it. Converted Leads retain all their custom information. 11
12 LEADS Converting a Lead into a contact means that you re on the right track to moving another opportunity through your sales pipeline. When you convert a Lead, you have three options: 1. Convert the lead to a contact, with no other action. This will simply move the contact card from your Leads tab to your Contacts tab. One major difference between the two, is that you can now start ing the contact through Base if you have full sync and sort integration enabled. 2. Convert the lead to a contact, and create a deal for the converted lead. Checking the Create a deal for this converted lead will, as you might have guessed, create a new deal for your converted lead! You can edit the deal name in the text field below the checkbox if you d like. The new deal will show up in your Prospects stage. 3. Create a task for each converted lead. By selecting this checkbox, you have the option of adding a task to your converted lead s contact card. You can set the task content (i.e. follow up), and the task due date/time. 12
13 LEADS How do Leads Fit into the Sales Process? Leads are the first stop for the sales process. When you first receive a lead, you ll want to enter them as a lead. While they are a lead, you d call or them to qualify them as a prospect. If they are qualified, convert the lead so they become a contact, or a contact and a deal. If the lead is not qualified, simply delete them. The big advantage of using leads is that you can be sure your account will remain organized. You will never have contacts clogging your database that are not being used. Prospecting Qualified Quote Closure 13
14 CONTACTS Your Contacts Contacts are the centerpiece of every Base account. Each contact has its own contact card or profile. There are two different types of contacts, Company Cards and Personal/ Individual Cards. The company card serves as the parent card while the personal cards are the children or employees. A list of your contacts can be found by clicking on the navigation at the top of the application. person icon in the main CONTACTS ICON 14
15 CONTACTS Importing Contacts Contacts can be imported from a CSV or VCF file. Base can also import data from Google, Salesforce and Highrise. More information about exporting contacts from specific applications can be found at To import contacts to Base, go to Settings > Import, choose where your data is and follow the instruction for importing. 15
16 CONTACTS Adding Contacts Contacts can be added manually, bulk imported from an external file or synced from 3rd party applications like Google, Outlook and Salesforce as mentioned previously. To manually add a contact, navigate to the contacts tab and select either the + Person or + Company button depending on what you are adding. 16
17 CONTACTS Editing Contacts Contact cards include basic information like name, title, address, phone number etc. A Contact card also includes any custom fields you have set up. Base allows you to easily and quickly edit a Contact s information. To edit a contact, open either the person or company contact card you wish to edit and click Edit in the bottom left corner of the contact card. 17
18 DEALS What is a Deal? A deal is the entity that you track through your sales pipeline. Each deal is associated to either a person or company in your Base account. Deals can be created from the deal page, the contact card, or a lead can be converted into a deal. Deals can be found by clicking on the of the application. dollar icon in the main navigation at the top DEALS ICON 18
19 DEALS Adding a Deal Deals can be added from the Deal list page or from a company or individual contact card. To add a Deal from the List of deals, click the + Deal button at the top left of the list. When you are adding a Deal using this option, you will not have access to all the custom fields. To add a Deal from a Company or Contact card, click the Add a deal for contact (company) button in the top right of the contact card. 19
20 DEALS Adding Forecasting to Deals When adding a Deal to your pipeline, Base enables you to choose a closing date and a win likelyhood percentage. The first thing to do when adding a new deal is enter in the forecast information (What percentage you are likely to win the deal and when the closing date will be). Keep in mind this information can be changed at any time. 20
21 DEALS Adding a Contact to a Deal Adding a Contact to a Deal allows you to associate a person or company to a deal. This allows you to track all conversations in context of that Deal. To add a Contact to a Deal, click the Add a contact to this deal button at the top right of the Deal card. You are also given the option to add a Contact to a Deal when you initially create the Deal. 21
22 DEALS Adding a Task to a Deal Adding tasks to Deals allow you to keep track of action items in context of that Deal. This gives you a quick visual of what needs to be done next to close the Deal. To add a Task to a Deal, click the Add task for this deal button at the top right of the Deal card. 22
23 DOCUMENTS Your Documents Documents is a feature that s innately available in Base to store different types of documents and attach them to Deals in the system. There are no 3rd party integrations to set up or extra costs from 3rd parties. Documents are accessible by all users with access to that deal, there are no restrictions like in Dropbox or Google Drive. 23
24 DOCUMENTS To attach documents to a Deal, simply drag and drop your file(s) from your computer to the Deal and Base will take care of the rest. Additionally, you can click on the Plus sign as indicated above to select the file(s) you d like to attach to the deal. Once the documents are uploaded, all users in Base that have access to the Deal will be able to access and download the documents. 24
25 TASKS Your Tasks Tasks are a very important part of Base. We believe in being action biased and tasks are the backbone of that. Add tasks to Contacts, Leads and Deals to stay on top of next step. Cut down on repetitive tasks through convenient automation. Create rules for action-based tasks and reminders to automate business functions. (PREMIUM FEATURE) Tasks can be added from specific Contact, Lead and Deal cards or from the Tasks page. Tasks include the ablility to choose a due date and assign it to someone on our team. 25
26 S Connect Your s Connecting your with Base is fast, easy and the best way to synergize your correspondence with Contacts and Deals in your sales pipeline. To connect your to Base, click the icon tab in the top navigation and follow the set up instructions for your specific provider. ICON 26
27 S Sending s s sent through Base are tracked and associated with Contacts and Deals. This allows you to always see your last touch point and pick up easily where you left off. To send an , click the Send an tab from either the Contact or Deal detail card. Them simply compose your and send. Note that if you send an from the Deal card, the will be associated to the Contact and the Deal. 27
28 VOICE What is Voice? Make and receive phone calls directly within the CRM on your computer, mobile phone or tablet. Track all calls related to your leads, contacts and deals. Listen to recorded calls and use advanced analytics and reporting to improve your team s sales performance. (PREMIUM FEATURE) To make a call from any device, click (or tap) on the phone number associated with the Contact or Lead. Call summaries can be logged with call recordings, call outcomes and call specific notes. 28
29 REPORTS Your Reports Enjoy useful and insightful reports. With Base, you ll be able to quickly identify the strengths and weaknesses in your pipeline to improve sales performance. Measure your team s activity and analyze how to help your business grow faster. Access a variety of insightful reports from the reports tab in the main navigation including a funnel report, forecasted sales report, sales goals and sales by account reports. Filter reports by users, date ranges, tags and other relevant filters. 29
30 MOBILE ios, Android and Windows Phone Base offers native applications for the iphone, ipad, Android, Android Tablet and Windows Phone. Base is the #1 result when you search for CRM in both the Android and ios app stores. 30
31 MOBILE Sync Any information that is entered into the mobile app will show up on the web app and vice versa. The apps are optimized to sync at the best intervals, but a manual sync can also be triggered. 31
32 MOBILE Offline Access The mobile applications operate in offline mode. Once an internet connection becomes available, all changes will be pushed/pulled to the web. 32
33 permissi PERMISSIONS Your Permissions Setting up and maintaining user data access permissions can be a daunting task. Ensuring that users have the right level of data access to different entities is a sophisticated activity that can take days and weeks in other competing CRM platforms. 33
34 permissi PERMISSIONS In Base we have heavily invested in a revolutionary interface that visually and intuitively presents the level of permissions on a clear organizational hierarchy model. User permissions are easily defined by clicking on the user and granting or restricting data access in a dialog box. Moreover, by hovering over the organizational hierarchy, Base visually shows the data visibility of different system entities to each and every user. 34
Base Guide Content The purpose of this deck is to give you a better understanding of the basic features of Base CRM. M A O B C J D E F Basic Navigation Dashboard Leads Contacts Deals Documents Tasks Emails
RESCO MOBILE CRM USER GUIDE Access your CRM data on any mobile platform ipad, iphone, Android, Windows Phone or Win XP/Vista/7/8 Contents Synchronization... 1 1.1. How to synchronize your device... 1 1.2.
Resco CRM Guide Get to know Resco CRM Table of Contents Introducing Resco CRM... 3 1.1. What is Resco CRM...3 1.2. Capabilities of Resco CRM... 4 1.3. Who should use Resco CRM...5 1.4. What are the main
RESCO MOBILE CRM for MS Dynamics CRM QUICK GUIDE ios (ipad & iphone) Android phones & tablets Windows Phone 7 & 8, Windows XP/Vista/7/8.1 and RT/Surface, Windows Mobile Synchronize Synchronize your mobile
Table of Contents How to Access Your Account How to Upload Files How to Download the Desktop Sync Folder Sync Folder How to Share a File 3 rd Party Share from Web UI 3 rd Party Share from Sync Folder Team-Share
Microsoft Outlook with Initial Setup of Concept This document describes the procedures for setting up the Microsoft Outlook email client to download messages from Google Mail using Internet Message Access
Track Fleet Personnel / Vehicles with a Mobile Device Users with access to the GPS Fleet Tracker mobile app on iphone and Android can now enable a tracking session on their smartphone, turning their phone
Microsoft Business Contact Manager 2010 - Complete Introduction Prerequisites Section 1: Getting Started with Business Contact Manager Lesson 1.1: Setting up Business Contact Manager What is Business Contact
Application Version 3.7.5 Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to any unauthorized individuals
XTIVIA, Inc. Vicinity for Salesforce Installation Guide Vicinity for Salesforce Our Mission XTIVIA, Inc. offers expertise in CRM applications, business process optimization, and Sales Consulting services
Mobile Communicator for Mobile Devices Quick Reference Guide Hosted Voice Customer Resource Center www.earthlinkbusiness.com/hostedvoice 2015 EarthLink. Trademarks are property of their respective owners.
Attract. Convert. Retain. Lead Management in SugarCRM Written by: Josh Sweeney and Matthew Poer www.atcoresystems.com Atcore Systems, LLC 2010 All rights reserved. No part of this publication may be reproduced
My Contact Management and Reporting Features The New Look & Feel We ve made some enhancements to the contact management and reporting features within your Constant Contact account! You ll be able to do
Using the Jive for ios App TOC 2 Contents App Overview...3 System Requirements... 4 Release Notes...5 Which Version Am I Using?... 6 Connecting to Your Community... 11 Getting Started...12 Using Your Inbox...13
What s New Maximizer CRM 12 Features New Mobile Access User Interface Enhanced Mobile Access Appointment Management Enhanced Web Access User Interface Improved Web Access Speed & Navigation LinkedIn Integration
How to use Dropbox Please read the University of Melbourne Guidelines on Dropbox and University Information prior to use. What is Dropbox Dropbox lets you easily share and collaborate on documents with
Install and Log in to Workday From your ipad: 1. Tap the App Store Application icon. 2. Tap Search and enter Workday. 3. Select Workday for ipad from the search results. 4. Tap Free to install the app.
Link and Sync Guide for Hosted QuickBooks Files A How-To Guide for Syncing QuickBooks Files Table of Contents Hosted QuickBooks Files Overview:... 2 Rules Overview:... 2 Link and Sync Hosted QuickBooks
CRM Quick Reference Guide AMS Distributor Customers 2013 Internet Pipeline, Inc. All rights reserved. Information in this document is subject to change without notice. The software described in this document
Agent Guide LeadRouter Customer Service (800)704-7237 Help@LeadRouter.com M-F: 7:00AM 1:00AM ET Weekends: 7:00 AM 12:00AM ET Version 1.4 May 2012 Contents What is LeadRouter?... 4 The LeadRouter Approach...
ios Deployment Simplified FileMaker How To Guide Table of Contents FileMaker How To Guide Introduction... 3 Deployment Options... 3 Option 1 Transfer to the ios device... 3 Option 2 - Host with FileMaker
Build Contacts, Manage Relationships, Get Results ACT! is the world s best selling contact management software with over 120,000 UK registered users. By using Sage ACT!, individuals, small businesses and
User Guide Available on VitalSource Welcome to Pageburst on VitalSource all of your Elsevier ebooks at your fingertips! This user guide contains the information you will need to redeem your access code
March 2013 7.2 Release Preview Overview The release of 7.2 delivers a host of exciting new features and enhancements that help you leverage the latest trends in mobility, Social CRM, and business collaboration.
Work Smart by Microsoft IT Save and Share Files in the Cloud with OneDrive for Business Microsoft OneDrive for Business is your professional file library your OneDrive for your business needs. OneDrive
QUICK FEATURE GUIDE OF SNAPPII'S ULTRAFAST CODELESS PLATFORM (* Click on the screenshots to enlarge) TABLE OF CONTENTS 1. Visually Develop Mobile Applications 2. Build Apps for Any Android or ios Device
getting started with box 1. What is box? 2. Creating an account 3. box functions What is box? A hard drive in the cloud where you can store your files (pictures, word documents, excel files, PDF files,
Getting Started with Neat Cloud Service + Mobile App Neat transforms paper and electronic documents into organized digital files that are easy to find, use, and share. Neat Cloud Service and Mobile App
B&SC Office 365 Email Microsoft Office 365 In its continuous efforts to provide the highest quality student experience, Bryant & Stratton College is giving students access to a new tool for accessing email.
Contents Salesforce.com Start-up Accessing Salesforce.com 2 Salesforce.com on your mobile phone 3 Salesforce.com HOME 4 Definitions in Salesforce.com 5 Searching in Salesforce 6 Leads Creating a new Lead
Novell Filr Mobile Client 0 Table of Contents Quick Start 3 Supported Mobile Devices 3 Supported Languages 4 File Viewing Support 4 FILES THAT CANNOT BE VIEWED IN THE FILR APP 4 FILES THAT GIVE A WARNING
Egnyte for Power and Standard Users User Guide Egnyte Inc. 1350 West Middlefield Road. Mountain View, CA 94043, USA Phone: 877-7EGNYTE (877-734-6983) Revised June 2015 Table of Contents Chapter 1: Getting
ACS ChemWorx User Guide http://www.acschemworx.org Contents OVERVIEW... 5 ACS CHEMWORX DESKTOP APP... 5 HOW TO INSTALL THE DESKTOP... 5 ACS CHEMWORX WEB APP... 5 ACS CHEMWORX MOBILE APP... 5 SETTING UP
1 Contents Getting started with Cloudfinder for Salesforce 1... 3 Sign up New Cloudfinder user... 3 Sign up Existing Cloudfinder user... 4 Setting up Cloudfinder access... 4 Initial Backup... 5 First log-in...
Reliance Communications, Inc. 603 Mission Street Santa Cruz, CA 95060 888-527-5225 www.schoolmessenger.com Contents Contents... 2 Before you Begin... 4 Advanced Lists... 4 List Builder... 4 Create a List...
Startup Guide Version 2.3.9 Installation and initial setup Your welcome email included a link to download the ORBTR plugin. Save the software to your hard drive and log into the admin panel of your WordPress
Google Apps for Education at UTK 1. Change your NetID Password Getting Started Visit directory.utk.edu/change to change your password online 1. Login using your current NetID password 2. Create a new password
Grapevine Mail User Guide Table of Contents Accessing Grapevine Mail...2 How to access the Mail portal... 2 How to login... 2 Grapevine Mail user guide... 5 Copying your contacts to the new Grapevine Mail
Group Work Options The group work options listed below can be used during IVC course sessions. Students will have to have a pair of headphones and a microphone for all of these options. Individual groups
PlanGrid User Guide www.plangrid.com firstname.lastname@example.org Table of Contents Create a New Project Connecting Cloud Storage Partial Downloading ios Web Viewer and Web Markups Viewing Markups on your device
Xero Reviewers Guide 1 Xero reviewers guide Xero is the world s leading online accounting solution. Use this guide to understand Xero s key features and how we are helping small businesses thrive. Updated
Getting Started Guide Table of Contents OggChat Overview... 3 Getting Started Basic Setup... 3 Dashboard... 4 Creating an Operator... 5 Connecting OggChat to your Google Account... 6 Creating a Chat Widget...
AUT OneDrive for Business Instructions for Using OneDrive on Windows Platform Contents 1 What s OneDrive for Business?... 3 2 Storing Files... 5 1.1 Saving and Opening files from your Office applications...
Using the Salesforce1 App Salesforce, Spring 16 @salesforcedocs Last updated: January 7, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,
Quick start guide set up Akvo FLOW This guide is meant for those who are going to set up digital surveys and prepare the devices in order to conduct surveys using the Akvo FLOW Field Survey App. For more
Millennium FAST Finance Reporting Memorial University of Newfoundland September 2013 User Guide Version 4.0 FAST Finance User Guide Page i Contents Introducing FAST Finance Reporting 4.0... 2 What is FAST
Easy Social Media Management with Hootsuite Hootsuite is the largest social media integration and management platform on the Internet. It has sent over 700 million messages to date and has over 3 million
Resco Mobile CRM for Microsoft Dynamics CRM Quick Guide for ios, Android, Windows Synchronize Synchronize your mobile device with Microsoft Dynamics CRM. Tap the Sync button and: select the user mode Standard
10X more productive series CRM SOFTWARE EVALUATION TEMPLATE Find your CRM match with this easy-to-use template. PRESENTED BY How To Use This Template Investing in the right CRM solution will help increase
Information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or
Project Plan 365 Collaboration with Microsoft Project Files (MPP) in Dropbox cloud White Paper Housatonic Software - Project Plan 365 App 2014 Contents 1. Introduction... 3 2. Prerequisites... 4 3. What
Outlook Web App OWA Quick Guide Getting you up to speed quickly. Information Services 8-1-2014 Contents Exploring the OWA (Outlook Web App) User Interface... 2 Getting Started... 2 Mail... 6 Creating and
SLIDE DECK: 32 Benefits of r CRM www.pipelinersales.com 32 Benefits of r CRM r originally was designed as a tool for sales empowerment. With its newest release r meets the highest requirements for enterprise
Amazon WorkDocs User Guide Amazon WorkDocs: User Guide Copyright 2016 Amazon Web Services, Inc. and/or its affiliates. All rights reserved. Amazon's trademarks and trade dress may not be used in connection
UNIFIED COMMUNICATIONS SETUP DOCUMENTATION This document describes some of the features and setup of the Unified Communications table in EnterpriseWizard. PERMISSIONS HANDLING Because all emails related
Meet Drive With Google Drive, you can store your files in the cloud, share them with your team members or external partners, and access the files from anywhere. Find your files easily with Drive, and keep
Work Smart Save and share documents in the cloud with OneDrive OneDrive for Business is your professional document library. OneDrive uses Office 365 (SharePoint Online) to safely store your documents in
Student email is accessed via a Booth branded Gmail service. Student mailboxes will be accessed via Gmail. Configure Gmail Settings Before you connect Gmail to send and receive Booth Gmail on your mobile
Using Google Drive and Docs INFORMATION COMMONS University of South Florida Sarasota-Manatee 8350 N. Tamiami Trail Sarasota, FL 34243 (941) 359-4225 www.usfsm.ed Google Drive Google Drive is a convenient
Administration Guide WatchDox Server Version 4.8.0 Published: 2015-11-01 SWD-20151101091846278 Contents Introduction... 7 Getting started... 11 Signing in to WatchDox... 11 Signing in with username and
Store & Share Quick Start What is Store & Share? Store & Share is a service that allows you to upload all of your content (documents, music, video, executable files) into a centralized cloud storage. You
ProperSync 1.3 User Manual Rev 1.2 Contents Overview of ProperSync... 3 What is ProperSync... 3 What s new in ProperSync 1.3... 3 Getting Started... 4 Installing ProperSync... 4 Activating ProperSync...
9 Principles of Killer Dashboards SELL. SERVICE. MARKET. SUCCEED. The information provided in this e-book is strictly for the convenience of our customers and is for general informational purposes only.
SOS Online Backup USER MANUAL HOW TO INSTALL THE SOFTWARE 1. Download the software from the website: http://www.sosonlinebackup.com/download_the_software.htm 2. Click Run to install when promoted, or alternatively,
Using Webmail Technical Manual: User Guide The Webmail Window To save an attachment: 1. Click once on the attachment name. Or, if there are multiple attachments, click the Save icon to save all attachments
Egnyte App for Android Quick Start Guide Introduction Welcome to the Quick Start Guide for the Egnyte App for Android. This guide will explain how to: Access files. Download content for offline access.
What are Docs & Drive? Docs Use Google Docs, Sheets and Slides for document editing anywhere, anytime. Google Docs is an online word processor that lets you create and format text documents and collaborate
Mobile Device Management Quick Start Guide Version R9 English February 25, 2015 Agreement The purchase and use of all Software and Services is subject to the Agreement as defined in Kaseya s Click-Accept
Insights for Microsoft Dynamics CRM Online User s Guide December 2014 Copyright This document is provided "as-is". Information and views expressed in this document, including URL and other Internet Web
Basics Guide Applies to: Microsoft Dynamics CRM Online Microsoft Dynamics CRM 2015 (on-premises) This document is provided "as-is". Information and views expressed in this document, including URL and other
/ 1 Online Banking User Guide SouthStateBank.com / (800) 277-2175 Welcome Thank you for using South State s Online Banking. Whether you are a first time user or an existing user, this guide will walk you
CRM Comparison Report: & Microsoft Dynamics is a leading contact management system used by small businesses and sales teams to manage their customers, prospects, opportunities and activities. But as organisations
2015 Conference App Info & Download Directions America s SBDC Conference App, powered by FollowMe and created by Core-apps LLC, is a native application for ipad, smartphones (iphone and Android). It is
Get Started with LeadSquared Guide for Marketing Users Complete lead to revenue platform Bookmark LeadSquared Login Page Login to LeadSquared at https://run.leadsquared.com (Bookmark the URL) LeadSquared
Mobile Online Banking User Guide Table of Contents Enrolling Through Traditional Online Banking, pg. 2 Enrolling Using Your Mobile Device, pg. 4 Login Screen, pg. 7 Locations, pg. 7 Mobile Browser View,
E-Mail Campaign Manager 2.0 Marketer's Guide Rev: 2014-06-11 E-Mail Campaign Manager 2.0 for Sitecore CMS 6.6 Marketer's Guide User guide for marketing analysts and business users Table of Contents Chapter
Getting Started with the Naviance Student Mobile App Naviance Student is a college and success planning tool designed to help high school students plan their college search, communicate with their guidance
OFFICE 365 TRAINING GUIDE Presented by: GATEWAY UNIFIED SCHOOL DISTRICT 4411 MOUNTAIN LAKES BLVD, REDDING, CA 96003 gateway schools.org TABLE OF CONTENTS About Office 365... 2 Signing Into Email/Outlook