URL for test environment: smbsalesuat/main.aspx

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "URL for test environment: https://smbsalesuat.partners.extranet.microsoft.com/ smbsalesuat/main.aspx"

Transcription

1 Title: Assigning leads in Microsoft Dynamics CRM for SMB Date: 2/12/14 Program: Microsoft Dynamics CRM for SMB Type: Video storyboard File name: _draft 2-12_FINAL Writer: Mark Morris Producer: Erik Hammen Voice: Estimated time: 2:45 minutes Line # Narration Visuals and instructions to producer A. Note to producer: Use Windows 8.1 (or Win 7, if Win 8.1 is not functioning correctly), and Internet Explorer 10 or 11, to reproduce the steps in this video. You need to be RAS d in or otherwise connected to Microsoft internal network resources, and need to have permissions in advance, to access the test environment. URL for test environment: smbsalesuat/main.aspx Log-in: Unless provided other credentials by the client, log in with your v- alias and your SmartCard PIN or network password. Before beginning repro steps for this video, be sure that you ve completed the following set-up and configuration steps detailed in the Getting Started with CRM for SMB, on the RO share: Selecting system settings Setting default programs Setting up (recommended) 1

2 1. Welcome to Assigning leads in Microsoft Dynamics CRM for SMB. ***REVISED/NEW VISUALS AND/OR STEPS*** FADE IN LOGO AND TITLE TITLE: Assigning leads in Microsoft Dynamics CRM for SMB 2. In this video, we ll discuss where leads come from and the most efficient ways to assign them to yourself and others to work on. TITLE: What we will cover: We ll explain lead sources and how a lead gets to a sales representative,... MULTIPLE CALLOUT BOX: 1. Understanding lead sources and how a lead gets to a rep setting the Telephone Sales Rep (or TSR) Lead Management dashboard as your default view, assigning leads to yourself to work on,... MULTIPLE CALLOUT BOX: 2. Setting the TSR Lead Management dashboard default view MULTIPLE CALLOUT BOX: 3. Assigning leads to yourself to work on and assigning leads to other users. MULTIPLE CALLOUT BOX: 4. Assigning leads to other users 7. Let s start by looking at where leads come from and how they get to a sales representative. TITLE: 1. Understanding lead sources and how a lead gets to a rep 8. Leads are generated from a variety of FADE to SCREEN: Use Leads Screen 1, prepared 2

3 sources, including online trials, customer lists, and click-to-chat sessions. slide at the end of this document (also available as a PPT presentation, Leads.ppt, on RO share.) 9. They re then uploaded to CRM for SMB. TRANSITION to SCREEN: Use Leads Screen 2, prepared slide at the end of this document 3

4 10. The lead records are routed to the various sales teams that use CRM for SMB. TRANSITION to SCREEN: Use Leads Screen 3, prepared slide at the end of this document These sales teams apply special routing criteria, such as country and language, and store the records in lists called queues. 11. Leads in the queues are then automatically or manually assigned to the appropriate sales representative. TRANSITION to SCREEN: Use Leads Screen 4, prepared slide at the end of this document Depending on each team s processes, managers or sales reps themselves may handle the manual assignment. 12. Now, we ll show you how to set your default dashboard to the TSR Lead Management view. TITLE : 2. Setting the TSR Lead Management dashboard default view 4

5 13. In CRM for SMB, you can select the best default dashboard view for your business role. FADE to SCREEN: Sales Dashboard [Note: Not shown in video: To get to this screen, in CRM for SMB, hover the cursor over Workplace to expand the top menu, then click the Dashboards tile. Click the down arrow shown above, then click Sales Dashboard in the drop-down list.] ACTION: Click the down-arrow next to the Sales Dashboard header to open the drop-down list. 14. For telephone sales reps, the TSR Lead Management dashboard is a good choice, because it groups several key views on a single page:... SCREEN: CRM Social Overview dashboard, continued ACTION: In the drop-down menu, click TSR Lead Management SCREEN: TSR Lead Management dashboard opens [Note: Mask or otherwise obscure all PII on this screen, including the Name and Lead Company Name columns, etc.] 5

6 ACTION: Click Set As Default in the Command bar My Open Leads, My Sales Team Queue Items, and My Activities. SCREEN: TSR Lead Management dashboard, continued ACTION: SCROLL the screen to show the My Sales Team Queue Items and My Activities sections at the bottom half of the screen. 16. Next, let s go through the steps for assigning leads to yourself to work on. TITLE: 3. Assigning leads to yourself to work on 6

7 17. Although it s possible to manually assign leads from the TSR Lead Management dashboard,... SCREEN: TSR Lead Management dashboard, continued ACTION: Click the See the records... icon in the My Sales Team(s) Queue Items section, shown above SCREEN: My Sales Team(s) Queue Items pop-up appears [Note: Mask or otherwise obscure the PII on this screen.] ACTION: Click left-hand column next to the first two or three names to add a check mark, then hover cursor over Work On ACTION: Close My Sales Team(s) Queue Items popup 7

8 lead assignment is faster from the Queues workplace. SCREEN: TSR Lead Management dashboard ACTION: Hover cursor over Workplace to expand the top bar menu, then click the Queues tile. 19. Just select the records you want to work on from your sales team s queue... SCREEN: My Sales Team(s) Queue Items opens [Note: To get to this screen, after clicking Workplace > Queues (per row 18), click the down-arrow shown above. In the drop-down menu that opens, click My Sales Team(s) Queue Items.] [Note: Mask or otherwise obscure the PII on this screen.] ACTION: Click to enter a check mark in the lefthand column next to the first five names. 8

9 and assign them to yourself. SCREEN: My Sales Team(s) Queue Items, continued ACTION: Click Work On in the Command bar SCREEN: Pop-up window opens ACTION: Click Assign SCREEN: Processing queue items 9

10 21. CRM for SMB transfers the leads that you selected out of the queue and moves them to your TSR Lead Management dashboard. SCREEN: My Sales Team(s) Queue Items, continued ACTION: Hover cursor over Workplace to expand the top menu, then click the Dashboards tile. SCREEN: TSR Lead Management dashboard opens [Note: In screen above, obscure PII data.] 22. The leads now appear in your My Open Leads list,... SCREEN: TSR Lead Management dashboard, continued ACTION: Click Refresh All in the Command bar. [Note: In screen above, obscure PII data.] ACTION: In the My Open Leads sections, hover cursor and move it down the Name column to highlight the first several rows. 10

11 and you ll see that a new activity has been created for each of the newly assigned leads. SCREEN: TSR Lead Management dashboard, continued [Note: In screen above, obscure PII data.] ACTION: Hover cursor down through the Activity Type column to highlight the first several rows. 24. And finally, let s go through the process for assigning leads to other users to work on. TITLE: 4. Assigning leads to other users 11

12 25. The steps are the same as those you use for assigning leads to yourself,... SCREEN: My Open Leads list view, continued ACTION: Hover cursor over Workplace to expand the top menu, then click the Queues tile. SCREEN: My Sales Team(s) Queue Items opens [Note: In the above screen, obscure the names in the Title column.] ACTION: Click to enter a check mark in the lefthand column next to the first five names. ACTION: Click Work On in the Command bar 12

13 except that you need to enter or select the name of the user that you re assigning the leads to. SCREEN: Pop-up window opens ACTION: Click to select the second radio button ACTION: In the text field, enter: Nelson McKinney and then hover cursor over Assign button to highlight it [Note: Not shown in video: 1. Delete Nelson McKinney from the text field 2. Click to select the first radio button (Assign to me to work on) 3. Click Assign] SCREEN: Processing queue items 13

14 27. CRM for SMB has now removed those leads from the queue and transferred them to the other user s My Open Leads and My Activities lists. SCREEN: My Sales Team(s) Queue Items list view, continued [Note: In the screen above, the text in the Title column should still be obscured, but note that the first five names in the list (the ones you checkmarked) are now gone.] 28. Now you understand how leads get to a sales rep, you ve seen how to set the TSR Lead Management dashboard as a default view, and you know the process for assigning leads to yourself and to other users to work on. FADE to TITLE SLIDE: Summary: 1. Understanding lead sources and how a lead gets to a rep 2. Setting the TSR Lead Management dashboard default view 3. Assigning leads to yourself to work on 4. Assigning leads to other users 14

15 29. Learn more in the Work Smart Guide, Lead management in CRM for SMB, available at the Microsoft Dynamics CRM for SMB Sales Readiness website. ***REVISED/NEW VISUALS AND/OR STEPS*** FADE to SCREEN: Cover page of the Lead Management Work Smart Guide, saved to the RO share here. 30. CALLOUT: Available at FADE TO BLACK. [Note to producer: The four screens below were created in PowerPoint. Leads.ppt file is on the RO share at: BF4C-4774-A495-4F33E9035EEC}&action=default ] Leads screen 1 15

16 Leads screen 2 16

17 Leads screen 3 Leads screen 4 17

18 18

Need to change the steps in a business process to match the way your organization does things? This guide shows you how.

Need to change the steps in a business process to match the way your organization does things? This guide shows you how. Need to change the steps in a business process to match the way your organization does things? This guide shows you how. Note: View your user profile Microsoft Dynamics CRM Online Fall 13 & Microsoft Dynamics

More information

Access and Login. Single Sign On Reference. Signoff

Access and Login. Single Sign On Reference. Signoff Access and Login To access single sign on, here are the steps: Step 1: type in the URL: postone.onelogin.com Step 2: Enter your Post student email in the username field Step 3: Enter your Post student

More information

for Managers and Admins

for Managers and Admins Need to change the steps in a business process to match the way your organization does things? Read this guide! for Managers and Admins contents What is a business process? The basics of customizing a

More information

How to Integrate Salesforce with Your Constant Contact Account FOR ENTERPRISE & UNLIMITED EDITIONS

How to Integrate Salesforce with Your Constant Contact Account FOR ENTERPRISE & UNLIMITED EDITIONS HOW-TO GUIDE EMAIL MARKE TING How to Integrate Salesforce with Your Constant Contact Account FOR ENTERPRISE & UNLIMITED EDITIONS INSIGHT PROVIDED BY www.constantcontact.com 1-866-876-8464 This guide is

More information

BT Quantum Unified Communicator Client Outlook Upgrade Installation Guide

BT Quantum Unified Communicator Client Outlook Upgrade Installation Guide BT Quantum Unified Communicator Client Outlook Upgrade Installation Guide Amendments Change Author Date Section 1. Assigning an Outlook licence to your BT Quantum UC Client. 1. The BT Unified Communicator

More information

Using VoiceThread in Your Online Course (Faculty) Step 1: Create a Link for Yourself to Voicethread (1X per course)

Using VoiceThread in Your Online Course (Faculty) Step 1: Create a Link for Yourself to Voicethread (1X per course) Using VoiceThread in Your Online Course (Faculty) Step 1: Create a Link for Yourself to Voicethread (1X per course) 1. Navigate to the MyGateway course where you wish to add VoiceThread. You will first

More information

Installation & Configuration Guide Professional Edition

Installation & Configuration Guide Professional Edition Installation & Configuration Guide Professional Edition Version 2.3 Updated January 2014 Table of Contents Getting Started... 3 Introduction... 3 Requirements... 3 Support... 4 Recommended Browsers...

More information

LEARNING RESOURCE CENTRE GUIDE TO OFFICE 365

LEARNING RESOURCE CENTRE GUIDE TO OFFICE 365 LEARNING RESOURCE CENTRE GUIDE TO OFFICE 365 LEARNING RESOURCE CENTRE OCTOBER 2014/2015 Table of Contents Explanation of One Drive and Microsoft Office Online... 3 How to create a document and folder...

More information

Your Archiving Service

Your Archiving Service It s as simple as 1, 2, 3 This email archiving setup guide provides you with easy to follow instructions on how to setup your new archiving service as well as how to create archiving users and assign archiving

More information

Onboarding for Administrators

Onboarding for Administrators This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events Module

More information

UF Health SharePoint 2010 Document Libraries

UF Health SharePoint 2010 Document Libraries UF Health SharePoint 2010 Document Libraries Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 SharePoint 2010 Document Libraries 1.5 Hours 1.0 Shared Network

More information

Getting Started Guide - Desktop

Getting Started Guide - Desktop Getting Started Guide - Desktop 1. Sign Up PERSONAL OPENTEXT CORE ACCOUNT To get started sharing and collaborating on your files from a Mac or Windows browser, you ll need to sign up for your OpenText

More information

Baylor Secure Messaging. For Non-Baylor Users

Baylor Secure Messaging. For Non-Baylor Users Baylor Secure Messaging For Non-Baylor Users TABLE OF CONTENTS SECTION ONE: GETTING STARTED...4 Receiving a Secure Message for the First Time...4 Password Configuration...5 Logging into Baylor Secure Messaging...7

More information

User Guide. Opening secure email from the State of Oregon Viewing birth certificate edits reports in MS Excel

User Guide. Opening secure email from the State of Oregon Viewing birth certificate edits reports in MS Excel User Guide Opening secure email from the State of Oregon Viewing birth certificate edits reports in MS Excel Birth Certifier Edition Last Revised: August, 0 PUBLIC HEALTH DIVISION Center for Public Health

More information

owncloud Configuration and Usage Guide

owncloud Configuration and Usage Guide owncloud Configuration and Usage Guide This guide will assist you with configuring and using YSUʼs Cloud Data storage solution (owncloud). The setup instructions will include how to navigate the web interface,

More information

USER GUIDE: HUD WEB TABLE of CONTENTS

USER GUIDE: HUD WEB TABLE of CONTENTS HUD Web User Guide TABLE of CONTENTS Overview: Fonality HUD Web... 4 1. Prerequisites for HUD Web Installation... 6 2. Logging in to Fonality HUD Web... 6 3. Installing the HUD Web Plugin 7 4. Managing

More information

LEARNING RESOURCE CENTRE. Guide to Microsoft Office Online and One Drive

LEARNING RESOURCE CENTRE. Guide to Microsoft Office Online and One Drive LEARNING RESOURCE CENTRE Guide to Microsoft Office Online and One Drive LEARNING RESOURCE CENTRE JULY 2015 Table of Contents Microsoft Office Online... 3 How to create folders... 6 How to change the document

More information

AvePoint SearchAll 3.0.2 for Microsoft Dynamics CRM

AvePoint SearchAll 3.0.2 for Microsoft Dynamics CRM AvePoint SearchAll 3.0.2 for Microsoft Dynamics CRM Installation and Configuration Guide Revision E Issued April 2014 1 Table of Contents Overview... 3 Before You Begin... 4 Supported and Unsupported Web

More information

Contents. Dianne Harrison Ferro Mesarch

Contents. Dianne Harrison Ferro Mesarch Georgetown Box Basics Contents What is Georgetown Box?... 2 Claiming Your Georgetown Box Account... 2 Logging into Georgetown Box... 2 Uploading Files... 2 File Version History... 3 Downloading Files...

More information

Apple - Purchasing and Deploying New Apps

Apple - Purchasing and Deploying New Apps Apple - Purchasing and Deploying New Apps These notes describe how you purchase and deploy apps to Apple Devices following the process below: Pages 1 & 2 Purchase the required Volume Licenses Action by

More information

DYNAMICS TUTORIAL. The Dynamics Series

DYNAMICS TUTORIAL. The Dynamics Series DYNAMICS TUTORIAL Requirements Read the following introduction taken from the Dynamics Product Fundamentals manual. Then use the on-line tutorial to familiarize yourself with the basics of Dynamics. (Instructions

More information

Appendix 1 Install RightNow on your PC

Appendix 1 Install RightNow on your PC Appendix 1 Install RightNow on your PC Please do not install the live site unless you have been instructed to do so. 1 Open Internet Explorer and navigate to; http://student.ask.adelaide.edu.au/cgi-bin/adelaide.cfg/php/admin/launch.php

More information

Totally Internet Based Software. Getting Started. Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400

Totally Internet Based Software. Getting Started. Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 Totally Internet Based Software Getting Started Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 System Requirements... 1 User Login... 1 Basic Navigation... 2 Hover Menus... 2 Dropdown

More information

Microsoft SharePoint is provided by Information Services for staff in Aberystwyth University.

Microsoft SharePoint is provided by Information Services for staff in Aberystwyth University. USING SHAREPOINT E-Services and Communications, Information Services, Aberystwyth University CONTENTS This document shows you how to: Access SharePoint Use your personal My Site area to try out features

More information

Weston Public Schools Virtual Desktop Access Instructions

Weston Public Schools Virtual Desktop Access Instructions Instructions for connecting to the Weston Schools Virtual Desktop Environment Notes: You will have to have administrator permission on your computer in order to install a VMWare Client application which

More information

USER GUIDE for Salesforce

USER GUIDE for Salesforce for Salesforce USER GUIDE Contents 3 Introduction to Backupify 5 Quick-start guide 6 Administration 6 Logging in 6 Administrative dashboard 7 General settings 8 Account settings 9 Add services 9 Contact

More information

Connect Now Workgroups and Communication:

Connect Now Workgroups and Communication: Connect Now Workgroups and Communication: If you click and login to Connect Now, you will see the main Family Suite as seen below: Click on Family Directory then on Family Workgroups Family Workgroups

More information

2) Log in using the Email Address and Password provided in your confirmation email

2) Log in using the Email Address and Password provided in your confirmation email Welcome to HR Classroom! The following will show you how to use your HR Classroom admin account, including setting up Training Groups, inserting Policies, and generating Trainee Reports. 1) Logging into

More information

Strategic Planning Online (SPOL) Users Guide

Strategic Planning Online (SPOL) Users Guide Strategic Planning Online (SPOL) Users Guide Legal and Human Resources Division 2010 TABLE OF CONTENTS Getting Started: Logging into SPOL...3 Getting Started: Planning Section...4 Planning Section Overview:

More information

NetOp: Teacher Program Creating and Setting up Your Class

NetOp: Teacher Program Creating and Setting up Your Class NetOp: Teacher Program Creating and Setting up Your Class Before you can use NetOp to manage a computer classroom, you must create and set up your class on the tech cart in the classroom you will be using.

More information

Electronic Payments & Statements User Guide

Electronic Payments & Statements User Guide Electronic Payments & Statements User Guide Contents Welcome to Electronic Payments & Statements (EPS) This guide will show you how to: 4 Get More Information about EPS on the Welcome Page The EPS Welcome

More information

Salesforce Customer Portal Implementation Guide

Salesforce Customer Portal Implementation Guide Salesforce Customer Portal Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered

More information

Getting started with OneDrive

Getting started with OneDrive Getting started with OneDrive What is OneDrive? OneDrive is an online storage area intended for business purposes. Your OneDrive library is managed by the University. You can use it to share documents

More information

Add in Guide for Microsoft Dynamics CRM May 2012

Add in Guide for Microsoft Dynamics CRM May 2012 Add in Guide for Microsoft Dynamics CRM May 2012 Microsoft Dynamics CRM Addin Guide This document will guide you through configuration of the Microsoft Dynamics CRM addin. Microsoft Dynamics CRM is a bit

More information

Business Online Banking ACH Reference Guide

Business Online Banking ACH Reference Guide Business Online Banking ACH Reference Guide Creating an ACH Batch Select ACH Payments on the left-hand side of the screen. On the Database List screen, locate the Database to be processed, and place a

More information

First Financial Bank Online Banking Quick Reference. February, 2013

First Financial Bank Online Banking Quick Reference. February, 2013 February, 2013 PURPOSE... 2 SUPPORT... 2 ACCESSING ONLINE BANKING... 2 Getting to the Online Banking Site... 2 Requesting Enrollment in Online Banking... 2 Logging in for the First Time... 2 Registering

More information

Student Manager s Guide to the Talent Management System

Student Manager s Guide to the Talent Management System Department of Human Resources 50 Student Manager s Guide to the Talent Management System 1 Table of Contents Topic Page SYSTEM INTRODUCTION... 3 GETTING STARTED... 4 NAVIGATION WITHIN THE TALENT MANAGEMENT

More information

Virginia s Department of Minority Business Enterprise

Virginia s Department of Minority Business Enterprise Virginia s Department of Minority Business Enterprise SWaM/SDV Dashboard User Manual Note: To view the expenditures and analysis on the Dashboard, a logon name and password is not required. It is required

More information

Redtail Integration. Establishing the Redtail Connection. 1. From the Applications dropdown, choose Setup.

Redtail Integration. Establishing the Redtail Connection. 1. From the Applications dropdown, choose Setup. In this user guide, we will demonstrate how to integrate your Redtail service into the emoney platform. This will allow the Advisor to import and link clients currently in Redtail into emoney. Establishing

More information

Salesforce Integration

Salesforce Integration Salesforce Integration 2015 Bomgar Corporation. All rights reserved worldwide. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation; other trademarks shown are the property of their respective

More information

MUNIS Leave Request System (Employee Self Service) Time Off Approver

MUNIS Leave Request System (Employee Self Service) Time Off Approver MUNIS Leave Request System (Employee Self Service) Time Off Approver The MUNIS software system will be utilized by all employees to request time off beginning April 2, 2014. REVIEW AN EMPLOYEE S TIME OFF

More information

Learning Management System User Guide. version 07082013

Learning Management System User Guide. version 07082013 Learning Management System User Guide version 07082013 1 Contents 1. Getting Started Creating an Account Activating Your Course or Library Logging In and Out of Your Training Account Setting Up Your Profile

More information

HDAccess Administrators User Manual. Help Desk Authority 9.0

HDAccess Administrators User Manual. Help Desk Authority 9.0 HDAccess Administrators User Manual Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks

More information

Microsoft Office Live Meeting Audio Controls Users' Guide

Microsoft Office Live Meeting Audio Controls Users' Guide Microsoft Office Live Meeting Audio Controls Users' Guide For more information: 877.333.2666 www.intercall.ca InterCall s Reservationless-Plus SM Audio Integration Office Live Meeting s integrated audio

More information

Chapter 15: Forms. User Guide. 1 P a g e

Chapter 15: Forms. User Guide. 1 P a g e User Guide Chapter 15 Forms Engine 1 P a g e Table of Contents Introduction... 3 Form Building Basics... 4 1) About Form Templates... 4 2) About Form Instances... 4 Key Information... 4 Accessing the Form

More information

Register Manufacturer: Click on Register Manufacturer radio button, choose the State name and click on Login Button. The following screen appears:

Register Manufacturer: Click on Register Manufacturer radio button, choose the State name and click on Login Button. The following screen appears: USER MANUAL Click on the Internet Explorer icon on the Computer. Type http://farmer.gov.in/dealers/login.aspx on the address bar of Internet Explorer Window. The following screen will appear. Choose the

More information

Microsoft Dynamics CRM Clients

Microsoft Dynamics CRM Clients Microsoft Dynamics CRM Clients A user can work with Microsoft Dynamics CRM in two ways: By accessing the Microsoft Dynamics CRM application using Microsoft Internet Explorer, Google Chrome, FireFox, and

More information

MicroStrategy Quick Guide: Reconciliation Expense Report. Contents

MicroStrategy Quick Guide: Reconciliation Expense Report. Contents MicroStrategy Quick Guide: Reconciliation Expense Report Contents Log In, Navigate to Dashboard... 2 Review Budget in Dashboard... 4 Re-Prompt Dashboard... 4 Export Summary Budget to Excel... 5 Open Reconciliation

More information

Onboarding for Administrators

Onboarding for Administrators Welcome! This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events

More information

Using the Medical Language Specialist Client Application

Using the Medical Language Specialist Client Application Page 1 Using the MLSClient Application April 20, 2008 Using the Medical Language Specialist Client Application April 20, 2008 Prepared by: WebChartMD P.O. Box 6154 Johnson City, TN 37602 877-302-9263 Page

More information

Display Zipped Files within D2L Content Window

Display Zipped Files within D2L Content Window Display Zipped Files within D2L Content Window Some presentations (lectures, interactive exercises etc.) may need to be uploaded into Desire2Learn as zipped files, such as narrated Microsoft PowerPoint

More information

Working with SQL Server Integration Services

Working with SQL Server Integration Services SQL Server Integration Services (SSIS) is a set of tools that let you transfer data to and from SQL Server 2005. In this lab, you ll work with the SQL Server Business Intelligence Development Studio to

More information

Software Version 5.1 November, 2014. Xerox Device Agent User Guide

Software Version 5.1 November, 2014. Xerox Device Agent User Guide Software Version 5.1 November, 2014 Xerox Device Agent User Guide 2014 Xerox Corporation. All rights reserved. Xerox and Xerox and Design are trademarks of Xerox Corporation in the United States and/or

More information

Save and share files in the cloud by using OneDrive for Business

Save and share files in the cloud by using OneDrive for Business Work Smart by Microsoft IT Save and share files in the cloud by using OneDrive for Business Microsoft OneDrive for Business is your professional document library the business version of the OneDrive consumer

More information

OPENGATE SMALL BUSINESS SOFTWARE

OPENGATE SMALL BUSINESS SOFTWARE OPENGATE SMALL BUSINESS SOFTWARE VERSION 1.1 Administrator's Guide Version 10.10.2009 This document is copyright 2007-2009 OpenGate Software. The information contained in this document is subject to change

More information

Connect Your Bank Accounts and Credit Cards to QuickBooks Online

Connect Your Bank Accounts and Credit Cards to QuickBooks Online You can save time and reduce errors by downloading your transactions directly from your bank and credit card accounts from a secure online connection. QuickBooks Online allows you to set these transactions

More information

Microsoft Office Skype for Business

Microsoft Office Skype for Business Microsoft Office Skype for Business Division of Information Technology Copyright 2015, Charles Sturt University No part of this document may be reproduced, altered or sold without prior written permission

More information

Performance and Contract Management System Data Submission Guide

Performance and Contract Management System Data Submission Guide This guide is a review of how to submit data into the Performance and Contract Management System (PCMS). Contents Logging in... 2 Performance Reporting - Accessing Contract Deliverables... 2 Deliverable

More information

Resident Review Staff CRM WebApp Online Documentation Updated February 2015

Resident Review Staff CRM WebApp Online Documentation Updated February 2015 Resident Review Staff CRM WebApp Online Documentation Updated February 2015 This presentation provides an overview of the MFP-Pathways to Community Living documentation processes for MFP Resident Review

More information

WEBSITE CONTENT MANAGEMENT SYSTEM USER MANUAL CMS Version 2.0 CMS Manual Version 1.0 2-25-13

WEBSITE CONTENT MANAGEMENT SYSTEM USER MANUAL CMS Version 2.0 CMS Manual Version 1.0 2-25-13 WEBSITE CONTENT MANAGEMENT SYSTEM USER MANUAL CMS Version 2.0 CMS Manual Version 1.0 2-25-13 CONTENTS Things to Remember... 2 Browser Requirements... 2 Why Some Areas of Your Website May Not Be CMS Enabled...

More information

Law Conferencing uses the Webinterpoint 8.2 web conferencing platform. This service is completely reservationless and available 24/7.

Law Conferencing uses the Webinterpoint 8.2 web conferencing platform. This service is completely reservationless and available 24/7. Law Conferencing uses the Webinterpoint 8.2 web conferencing platform. This service is completely reservationless and available 24/7. This document contains detailed instructions on all features. Table

More information

Welcome to Collage (Draft v0.1)

Welcome to Collage (Draft v0.1) Welcome to Collage (Draft v0.1) Table of Contents Welcome to Collage (Draft v0.1)... 1 Table of Contents... 1 Overview... 2 What is Collage?... 3 Getting started... 4 Searching for Images in Collage...

More information

DarwiNet Client Level

DarwiNet Client Level DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4

More information

Invoices & Statements

Invoices & Statements Welcome to My Account a fast and easy way to manage your WinWholesale account online! This tutorial will provide you with step-by-step instructions for accessing and navigating the Invoices and Statements

More information

Dashboard Admin Guide

Dashboard Admin Guide MadCap Software Dashboard Admin Guide Pulse Copyright 2014 MadCap Software. All rights reserved. Information in this document is subject to change without notice. The software described in this document

More information

Table of Contents. Begin Here: Getting Started with WebEx. What is WebEx? Why would I use it?

Table of Contents. Begin Here: Getting Started with WebEx. What is WebEx? Why would I use it? Table of Contents Begin Here: Getting Started with WebEx... 1 Scheduling a Meeting from the WebEx Website... 4 Scheduling a Meeting from Outlook 2010... 5 Selecting Audio Conference Settings... 6 Joining

More information

TriCore Secure Web Email Gateway User Guide 1

TriCore Secure Web Email Gateway User Guide 1 TriCore Secure Web Email Gateway User Guide This document provides information about TriCore Secure Web Email Gateway. This document is for users who are authorized to send and receive encrypted email

More information

Content Management System Help. basic tutorial on Evergreen s CMS

Content Management System Help. basic tutorial on Evergreen s CMS Content Management System Help cms.evergreen.edu Tips, tricks and basic tutorial on Evergreen s CMS Contents Vocabulary Login Opening a page Editing a page Creating a new page Inserting internal and external

More information

PSW Guide. Version 4.7 April 2013

PSW Guide. Version 4.7 April 2013 PSW Guide Version 4.7 April 2013 Contents Contents...2 Documentation...3 Introduction...4 Forms...5 Form Entry...7 Form Authorisation and Review... 16 Reporting in the PSW... 17 Other Features of the Professional

More information

MANAGED VOICE SOLUTIONS QUICK START GUIDE

MANAGED VOICE SOLUTIONS QUICK START GUIDE MANAGED VOICE SOLUTIONS QUICK START GUIDE WELCOME Welcome to Mediacom Business Managed Voice Solutions! This guide is intended to get you up-and-running for the basic features associated with the product.

More information

Content Management System (CMS) Training Document for LexisNexis Web Visibility Websites. October 6, 2013

Content Management System (CMS) Training Document for LexisNexis Web Visibility Websites. October 6, 2013 Content Management System (CMS) Training Document for LexisNexis Web Visibility Websites October 6, 2013 1 Overview This document provides an overview of the process for editing your website and managing

More information

WordPress 101 Tutorial

WordPress 101 Tutorial WordPress 0 Tutorial This document is meant to give a general overview of the content management functionality of the Word- Press Content Management System. The intention is to cover the basics (what you

More information

Kareo Quick Start Guide April 2012

Kareo Quick Start Guide April 2012 Kareo Quick Start Guide April 2012 Table of Contents 1. Get Started...1 1.1 Practice Setup... 1 1.2 Training, Help Guides and Support... 1 1.3 User Login... 1 1.4 Dashboard Navigation... 2 1.5 Record Search...

More information

Setting Up Your Online ecommerce Shopping Cart

Setting Up Your Online ecommerce Shopping Cart Setting Up Your Online ecommerce Shopping Cart Setting Up Your Online ecommerce Shopping Cart Contents o Building Your ecommerce Shopping Cart o Creating Products o Configuring Shipping & Verifying Taxes

More information

Qvidian Playbooks & Salesforce Setup Guide. Fall Release 2013

Qvidian Playbooks & Salesforce Setup Guide. Fall Release 2013 Qvidian Playbooks & Salesforce Setup Guide Fall Release 2013 Last Updated: 11/12/2013 Introduction Welcome to Qvidian Sales Playbooks & Analytics! This guide is directed toward CRM Administrators, Playbook

More information

Zoho CRM and Google Apps Synchronization

Zoho CRM and Google Apps Synchronization Zoho CRM and Google Apps Synchronization Table of Contents End User Integration Points 1. Contacts 2. Calendar 3. Email 4. Tasks 5. Docs 3 6 8 11 12 Domain-Wide Points of Integration 1. Authentication

More information

WEBTrader. User Guide

WEBTrader. User Guide WEBTrader User Guide Table of Contents Creating a Demo account How to log in Main Areas of the WebTrader Market Watch Favorites Adding Favorites Spot Panes Charts Adding New Chart Using Charts Chart Options

More information

How to Integrate Salesforce with Your Constant Contact Account

How to Integrate Salesforce with Your Constant Contact Account HOW-TO GUIDE EMAIL MARKETING How to Integrate Salesforce with Your Constant Contact Account FOR PROFESSIONAL & GROUP EDITIONS INSIGHT PROVIDED BY www.constantcontact.com 1-866-876-8464 This guide is to

More information

Global Preview v.6.0 for Microsoft Dynamics CRM On-premise 2013 and 2015

Global Preview v.6.0 for Microsoft Dynamics CRM On-premise 2013 and 2015 Global Preview v.6.0 for Microsoft Dynamics CRM On-premise 2013 and 2015 User Manual Akvelon, Inc. 2015, All rights reserved. 1 Contents Overview... 3 Licensing... 4 Installation... 5 Upgrading from previous

More information

Tutorial 4: Server-Side Setup

Tutorial 4: Server-Side Setup Objectives: Your goal in this tutorial is to be able to: login to NetStores from Dreamweaver upload your company logo to NetStores to be used on shopping cart and search pages view your General Search

More information

Voice-Over PowerPoint (VOPP) and FTP Instructions for Online Courses (for Windows PC Computers) December 2009

Voice-Over PowerPoint (VOPP) and FTP Instructions for Online Courses (for Windows PC Computers) December 2009 Voice-Over PowerPoint (VOPP) and FTP Instructions for Online Courses (for Windows PC Computers) December 2009 A. How to add narration to a PowerPoint presentation: 1. Attach a microphone to your computer

More information

Instructor Getting Started Guide for Desire2Learn

Instructor Getting Started Guide for Desire2Learn Instructor Getting Started Guide for Desire2Learn Table of Contents About McGraw-Hill Campus... 2 Before you begin... 2 Initial Setup of the McGraw-Hill Campus Module... 3 Accessing McGraw-Hill Campus...

More information

Introduction... 2. Download and Install Mobile Application... 2. About Logging In... 4. Springboard... 4. Navigation... 6. List Pages...

Introduction... 2. Download and Install Mobile Application... 2. About Logging In... 4. Springboard... 4. Navigation... 6. List Pages... Contents Introduction... 2 Download and Install Mobile Application... 2 About Logging In... 4 Springboard... 4 Navigation... 6 List Pages... 6 Example: Edit Contact... 7 View Pages... 12 Example: Companies...

More information

Using the Adventist Framework with your netadventist Site

Using the Adventist Framework with your netadventist Site Using the Adventist Framework with your netadventist Site Introduction: The Adventist framework is available for everyone with a netadventist web site. Sites using this framework will visually identify

More information

Fundamentals of Great Plains & Reporting Tools

Fundamentals of Great Plains & Reporting Tools Fundamentals of Great Plains & Reporting Tools Accessing GP... 1 Accessing the terminal server... 1 Creating a shortcut to the Remote Desktop Connection command... 2 Configuration options for your terminal

More information

First National Bank in Carlyle Cash Management Training

First National Bank in Carlyle Cash Management Training First National Bank in Carlyle Cash Management Training Once you have logged into Internet Banking, Click on Cash Management on the left menu pane to access the different features of Cash Management. The

More information

LP 2844 Thermal Printer

LP 2844 Thermal Printer Quick Installation Guide FedEx Ship Manager Software FedEx Ship Manager at fedex.com LP 2844 Thermal Printer Step 1: Confirm Printer Kit Contents Your printer kit contains: 1. Thermal Printer 4. Serial

More information

Managing your Joomla! 3 Content Management System (CMS) Website Websites For Small Business

Managing your Joomla! 3 Content Management System (CMS) Website Websites For Small Business 2015 Managing your Joomla! 3 Content Management System (CMS) Website Websites For Small Business This manual will take you through all the areas that you are likely to use in order to maintain, update

More information

Welcome to MaxMobile. Introduction. System Requirements. MaxMobile 10.5 for Windows Mobile Pocket PC

Welcome to MaxMobile. Introduction. System Requirements. MaxMobile 10.5 for Windows Mobile Pocket PC MaxMobile 10.5 for Windows Mobile Pocket PC Welcome to MaxMobile Introduction MaxMobile 10.5 for Windows Mobile Pocket PC provides you with a way to take your customer information on the road. You can

More information

Helpful icons on the Zurich Platform

Helpful icons on the Zurich Platform Branding User Guide Branding This guide will help you when you are using the Zurich Intermediary Platform. Please note that more detailed instructions regarding branding are included in the Firm Administrator

More information

This document is provided "as-is". Information and views expressed in this document, including URLs and other Internet Web site references, may

This document is provided as-is. Information and views expressed in this document, including URLs and other Internet Web site references, may This document is provided "as-is". Information and views expressed in this document, including URLs and other Internet Web site references, may change without notice. Some examples depicted herein are

More information

Getting Started With Citrix ShareFile

Getting Started With Citrix ShareFile Guide Getting Started With Citrix ShareFile Learn the basics of your ShareFile account. Plus, get the answers to some of our most frequently asked how-to questions. ShareFile.com Welcome to ShareFile!

More information

5.7. Quick Guide to Fusion Pro Schedule

5.7. Quick Guide to Fusion Pro Schedule 5.7 Quick Guide to Fusion Pro Schedule Quick Guide to Fusion Pro Schedule Fusion 5.7 This publication may not be reproduced, in whole or in part, in any form or by any electronic, manual, or other method

More information

Microsoft Office Live Meeting Audio Controls Users' Guide

Microsoft Office Live Meeting Audio Controls Users' Guide Microsoft Office Live Meeting Audio Controls Users' Guide InterCall s Reservationless-Plus SM Audio Integration For more information: www.intercallapac.com Australia 1800 468 225 +61 2 8295 9000 Hong Kong

More information

State of Nevada. Ektron Content Management System (CMS) Basic Training Guide

State of Nevada. Ektron Content Management System (CMS) Basic Training Guide State of Nevada Ektron Content Management System (CMS) Basic Training Guide December 8, 2015 Table of Contents Logging In and Navigating to Your Website Folders... 1 Metadata What it is, How it Works...

More information

Indiana Campaign Finance System Secure Site

Indiana Campaign Finance System Secure Site Indiana Campaign Finance System Secure Site Overview The Indiana Campaign Finance System is provided by the Indiana Election Division to enable campaign committees to manage contributions and expenditures,

More information

quick start guide A Quick Start Guide inflow Support GET STARTED WITH INFLOW

quick start guide A Quick Start Guide inflow Support GET STARTED WITH INFLOW GET STARTED WITH INFLOW quick start guide Welcome to the inflow Community! This quick-start guide includes all the important stuff to get you tracking your inventory before you know it! Just follow along

More information

SmartBar for MS CRM 2013

SmartBar for MS CRM 2013 SmartBar for MS CRM 2013 Version 2013.26 - April 2014 Installation and User Guide (How to install/uninstall and use SmartBar for MS CRM 2013) The content of this document is subject to change without notice.

More information

Montgomery County Public Schools. MCPS Careers Applicant Tracking System (ATS) Hiring Manager User Guide

Montgomery County Public Schools. MCPS Careers Applicant Tracking System (ATS) Hiring Manager User Guide Montgomery County Public Schools MCPS Careers Applicant Tracking System (ATS) Hiring Manager User Guide Version 4.0 Revised February 2012 TABLE OF CONTENTS Logging In... 3 Navigating the Site... 4 Center

More information

Using Blackboard Collaborate WithOUT Blackboard

Using Blackboard Collaborate WithOUT Blackboard Using Blackboard Collaborate WithOUT Blackboard Blackboard (Bb) Collaborate is a web conferencing tool similar to AdobeConnect. It can be used separately without Bb and it can be embedded within Bb. This

More information