DealerBase - Lead Management Module

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "DealerBase - Lead Management Module"

Transcription

1 DealerBase - Lead Management Module This Lead Management module enables you to keep track of the Leads that your advertising has generated. You can manage and track leads that originate from any of the following sites: AutoBase Trade Me Motors Your website or mobile website (if it is either hosted by AutoBase or if you use Stock Powered by AutoBase) These are automatically logged into the system for you to manage. You can also add you own Leads that may originate from phone calls, s, walk in traffic or other websites and use it as a central repository for all Leads to be managed from. Who can do what? 1. Administrators Can do anything including Deleting a Lead. 2. Lead Users Cannot Delete a Lead, Add/Edit a Source, or Add/Edit a Contact Category. 3. Sales Staff Sales Staff who are not Lead Users have read only access to everything, ie. they cannot make any changes like Add, Delete or Edit. How do I get started? 1. Go to and click on the Dealer Login tab. This is at the top to the right of the screen. You will be taken to the DealerBase Login page. 2. Enter your User Name and Password. If you have forgotten your password, please click on the link underneath the Login box. Please Note: Password is case sensitive. v.7 Updated 13 March 2012 Page 1 of 10

2 How do I see l my Leads? Go to the Leads tab. Under this tab you will see 5 sections: 1. Leads This is where a list of all of your Leads about vehicles are stored, and the Source where that Lead came from, ie. Trade Me Motors, AutoBase, Newspaper etc. You can view the list of Leads that are awaiting action. You can also add Lead Events. Events are notes and communications relevant to the Lead. 2. Contacts These are your customer and prospect contacts. You can search for the Contact record or if it does not exist you can add a new contact. 3. Sources Sources are where the Lead has come from. The Sources in bold are system generated and cannot be edited or deleted. 4. Contact Category Categories can be used to group your Contacts together based on similar information. The categories Business and Personal are generated by our system and cannot be edited or deleted. But you can create your own categories, e.g. Repeat Buyers, New Clients, etc. 5. Help User Help Menu and Q&As. Leads This is where a list of all of your Leads about vehicles are stored. You will see a key at the bottom of your list of Leads as follows. You can also make this page the Default Page: v.7 Updated 13 March 2012 Page 2 of 10

3 You can assign a Lead to a staff member. Lead Events track the actions that have happened in response to the Lead. To open a Lead click on view button to the right of the Lead. The Edit Lead page will appear. You can change the status of the Lead to one of the following: Internal Action Required If the person who made the Lead is expecting a response from your branch External Action Required If you are awaiting a response from the person who made the Lead Closed Won If the vehicle has been sold and Lead has no further action required Closed Lost If the Lead has no further action required You can also hit the button to generate an to reply to that customer, regarding the Lead. The will include the Lead Details v.7 Updated 13 March 2012 Page 3 of 10

4 Lead Events Lead Events are a way of tracking the activity on the Lead. You can use Lead Events to assign responsibility for the Lead to a Staff Member. Staff members will be notified by when an Event is assigned to them. Events are notes and communications relevant to the Lead. E.g. "John called client and arranged meeting on site at 4pm tomorrow". This Event would be assigned to yourself and you would change the status to "External Action Required", i.e. you are waiting for the client to do something turn up. DealerBase will notify you by and Create a Calendar Event Outlook Calendar tick the relevant box, as above. v.7 Updated 13 March 2012 Page 4 of 10

5 How do I create a new Lead from a phone call, walk in etc? 1. Click the Leads menu and then click Add. 2. Select whether the Lead is a General one or is specific to a Vehicle by clicking on the appropriate button. 3. Assign the Contact. You can add a new contact, or choose from an existing contact by clicking on the corresponding add new or search text in blue. 4. If it is a vehicle specific Lead about one of your items listed on Trade Me Motors or AutoBase, click on the Vehicle search button and select the vehicle it pertains to: v.7 Updated 13 March 2012 Page 5 of 10

6 5. Select the Lead Source of the Lead, e.g. AutoBase, My Website etc. 6. Select a Contact. Click on add new to add a new contact (See page 6) or search to find a contact you have, e.g. a repeat customer who is already in your contact list. 7. Enter the details of the Lead on the box to the right called Lead (below), and then assign the Status of the Lead e.g. Internal Action Required. NB. Assigned To defaults to the logged in user. Then press Save. v.7 Updated 13 March 2012 Page 6 of 10

7 Source Sources are where the Lead has come from. The sources in bold (e.g. AutoBase, My Mobile Website) are system generated and cannot be edited or deleted. 1. To Add a Source, over the Sources tab 2. Then click Add. 3. Enter a new Lead Source Name and description, eg. Newspaper, Walk in etc. 4. Select Save. v.7 Updated 13 March 2012 Page 7 of 10

8 Contacts You can search for the Contact record. If a Contact record is missing Name information, then the Lead has come from Trade Me Motors. Privacy issues prevent us from receiving Name information. You can source this information from the original you received from Trade Me Motors for the Lead. You can also add a new contact. Contact Categories Contact categories can be used to group your Contacts together based on similar information. The Business and Personal categories are system generated and cannot be edited or deleted. v.7 Updated 13 March 2012 Page 8 of 10

9 You can create your own contact categories for your branch by clicking Add New at the bottom of the list, or alternatively when editing or creating a contact. E.g. You might like to categorise into general age groups demographics such as young, middle aged or older. Managing Leads Q & A What do I do with an existing Lead? Once a Lead has been automatically generated in the system you will find that there is a corresponding Contact record created. This Lead will have been logged into our system when an is sent to you from one of the above mentioned sources. If the automatically generated Contact record is missing a First Name and a Last Name then this Lead has come from Trade Me Motors. Due to privacy issues we cannot get this information. v.7 Updated 13 March 2012 Page 9 of 10

10 Can I look at old Leads when stock has been deleted? Stock stays on our system for 6 months after it has been deleted. However, stock with a Lead attached to it will be kept for future reference. Can I filter my Lead List? Yes you can, you can filter by: Status e.g. Internal Action required, Closed won, Closed lost etc) Assigned to (Staff member s name) Source Where the Lead came from, e.g. Trade Me Motors, AutoBase, Newspaper etc Contact Name of prospect Lead ID Each Lead has its own ID number Stock Number For help please contact your Account Manager, or Customer Support by calling or ing v.7 Updated 13 March 2012 Page 10 of 10

UBC Engineering Co op Program Using EngCORE Employer Instructions

UBC Engineering Co op Program Using EngCORE Employer Instructions UBC Engineering Co op Program Using EngCORE Employer Instructions Engineering Co-op Program Faculty of Applied Science 2385 East Mall Vancouver, BC Canada V6T 1Z4 Phone 604 822 3022 Fax 604 822 3449 eng.coop@ubc.ca

More information

Match Branch Services to Enterprise Services in Kitomba One

Match Branch Services to Enterprise Services in Kitomba One Match Branch Services to Enterprise Services in Kitomba One To manage your services at an enterprise level, you'll need to create a central service list and match all your branch services to this list.

More information

Schools CPD Online General User Guide Contents

Schools CPD Online General User Guide Contents Schools CPD Online General User Guide Contents New user?...2 Access the Site...6 Managing your account in My CPD...8 Searching for events...14 Making a Booking on an Event...20 Tracking events you are

More information

Set up Delegate & Travelers

Set up Delegate & Travelers Set up Delegate & Travelers Setting Up a Delegate and Assigning New Travelers Learn how to Login to Banner Travel and Expense Management Application and to set up yourself as a Delegate and assign Travelers

More information

Help Desk Web User Guide

Help Desk Web User Guide Help Desk Web User Guide 1 P age Contents Create an Incident... 3 Classifying Category... 3 Describe Incident Request... 3 Add Attachments to the Request... 4 Requests... 4 Request List View... 5 Modes

More information

GapSkill User Guide Module

GapSkill User Guide Module GapSkill User Guide Module 1 2010-11-02 TABLE OF CONTENTS Introduction... 3 1. Login... 4 1.1 New User... 4 1.2 Existing User... 6 2. GapSkill Main Page... 7 3. Personal Details Section... 8 4. Demographic

More information

Customer Portal User Manual. 2012 Scott Logic Limited. All rights reserve. 2013 Scott Logic Limited. All rights reserved

Customer Portal User Manual. 2012 Scott Logic Limited. All rights reserve. 2013 Scott Logic Limited. All rights reserved Customer Portal User Manual 2012 Scott Logic Limited. All rights reserve Contents Introduction... 2 How should I use it?... 2 How do I login?... 2 How can I change my password?... 3 How can I find out

More information

Frequently Asked Questions

Frequently Asked Questions Frequently Asked Questions Development & Maintenance of Web Based Portal and MIS for Monitoring & Evaluation of Vocational Training Improvement Project Version 1.0 Help Desk: support.dget@wipro.com 0120

More information

Email Quick-Start Guide

Email Quick-Start Guide For TradeMark Media s email system Thank you for choosing TradeMark Media for your email hosting. You ve made a wise choice. TradeMark Media offers comprehensive spam and virus protection, POP3 and WebMail

More information

IT HELP Desk Dashboard ManageEngine Service Desk Plus User Guide

IT HELP Desk Dashboard ManageEngine Service Desk Plus User Guide Create an Incident When you need to report a failure or problem of your system to the IT help desk team, then send a request to the team. There are different modes of placing a request, such as submitting

More information

Class Outline. Part 1 - Introduction Explaining email Parts of an email address Types of email services Acquiring an email account

Class Outline. Part 1 - Introduction Explaining email Parts of an email address Types of email services Acquiring an email account EMAIL Basics Class Outline Part 1 - Introduction Explaining email Parts of an email address Types of email services Acquiring an email account Part 3 Managing Your Messages Deleting messages The Trash

More information

Daily Traffic Control Log

Daily Traffic Control Log Daily Traffic Control Log User Instructions Name: FAP&A940/3.1 Property of Ford Motor Company GIS: 37.01 S+3T Proprietary Table of Contents Page IntrodUCTIon 3 SELECTING A LANGUAGE 4 1. RegisterING a DealershIP

More information

Information Systems Services. Getting Started with Enterprise Vault Email Archiving A guide for Outlook/Exchange users March 2008

Information Systems Services. Getting Started with Enterprise Vault Email Archiving A guide for Outlook/Exchange users March 2008 Information Systems Services Getting Started with Enterprise Vault Email Archiving March 2008 Contents 1. Introduction... 3 2. Supported operating systems, email clients and browsers... 3 3. Getting started

More information

Welcome to HomeTown Bank s Secure E-mail! User Guide

Welcome to HomeTown Bank s Secure E-mail! User Guide Welcome to HomeTown Bank s Secure E-mail! User Guide To access the secure email message center, click the Secure Email link on the www.htbmn.com main web page. Select whether you are a new user of the

More information

Introduction. Getting Started

Introduction. Getting Started Introduction The object of this manual is to provide you with the necessary navigational support in order for you to invite your clients to the portal and communicate with them directly from the client

More information

Daily Traffic Control Log

Daily Traffic Control Log Daily Traffic Control Log User Instructions Name: FAP&A940/3.2 Property of Ford Motor Company GIS: 37.01 S+3T Proprietary Printed December 2012. This Instruction manual has been written to accompany the

More information

Personal Training. Chapter 27. FrontDesk v4.1.25. PT Specific Program Options. Contract Templates. Set Member s Secure Check In Password

Personal Training. Chapter 27. FrontDesk v4.1.25. PT Specific Program Options. Contract Templates. Set Member s Secure Check In Password Chapter 27 Personal Training FrontDesk v4.1.25 PT Specific Program Options Empl oyees Contract Templates Personal Training Window in Contract Wizard Contract Manager / Personal Training Information Clear

More information

Mini User Guide. Updating your contact details..2. Setting your Security Questions..4. Changing your password..5. Forgotten password...

Mini User Guide. Updating your contact details..2. Setting your Security Questions..4. Changing your password..5. Forgotten password... Mini User Guide Contents: Updating your contact details..2 Setting your Security Questions..4 Changing your password..5 Forgotten password......6 Accessing Virgin Care Webmail..9 Sending an Encrypted Email.....12

More information

- you are now in Infocado-

- you are now in Infocado- Accessing Infocado Below is a step by step guide to accessing Infocado. 1. Go to website www.avocado.org.au 2. Click on the Industry tab at the top of the screen, wait for the new screen to appear then

More information

Wentworth Institute of Technology Performance Management Employee s Guide

Wentworth Institute of Technology Performance Management Employee s Guide Wentworth Institute of Technology Performance Management Employee s Guide A Step-By-Step Employee Guide for completing performance evaluations in the PeopleAdmin Performance Management Suite PeopleAdmin

More information

HOW TO USE THE ACCESS CODE. Adding Members to Your Group Using the Access Code

HOW TO USE THE ACCESS CODE. Adding Members to Your Group Using the Access Code HOW TO USE THE ACCESS CODE Adding Members to Your Group Using the Access Code New group members (your personnel) may be added to your group by any of these options: - Manually, using either the Add Members

More information

City of Lincoln Emergency Alarm Registration

City of Lincoln Emergency Alarm Registration City of Lincoln Emergency Alarm Registration Contents New Emergency Alarm Registration... 2 Online Account Services... 7 Logging in... 7 Forgotten passwords... 7 Making Payments... 8 Viewing False Alarms...

More information

Title Electronic Scheduling of Equipment. Boston University Photonics Center Page 1 of 10

Title Electronic Scheduling of Equipment. Boston University Photonics Center Page 1 of 10 Boston University Photonics Center Page 1 of 10 1. Purpose 1.1. This procedure describes how to electronically schedule and check availability of equipment in the shared laboratories at Boston University

More information

Online event registration User guidelines

Online event registration User guidelines Online event registration User guidelines Outlined below are detailed guidelines on how to register for CEDA events at www.ceda.com.au. Read through the guidelines or click the links below to jump to a

More information

Initial Setup of Microsoft Outlook with Google Apps Sync for Windows 7. Initial Setup of Microsoft Outlook with Google Apps Sync for Windows 7

Initial Setup of Microsoft Outlook with Google Apps Sync for Windows 7. Initial Setup of Microsoft Outlook with Google Apps Sync for Windows 7 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

More information

Messages Tab. Overview: The Messages Tab. Inbox: Viewing and Replying to Messages. Composing New Messages. Archiving Messages

Messages Tab. Overview: The Messages Tab. Inbox: Viewing and Replying to Messages. Composing New Messages. Archiving Messages Messages Tab Overview: The Messages Tab Inbox: Viewing and Replying to Messages Composing New Messages Archiving Messages 1 Overview: The Message Center The Message Center will be the central forum for

More information

Pentagon Message Exchange Setup Guide: All Devices

Pentagon Message Exchange Setup Guide: All Devices Pentagon Message Exchange Setup Guide: All Devices This guide has been sent to you to help you set up Pentagon Message Exchange on your equipment. In this guide, you will find the details required for

More information

open windows Open Windows Logging Open Windows Product Support Issues Open Windows Australia Pty Ltd ABN 64007086348

open windows Open Windows Logging Open Windows Product Support Issues Open Windows Australia Pty Ltd ABN 64007086348 open windows Open Windows Logging Open Windows Product Support Issues Open Windows Australia Pty Ltd ABN 64007086348 635 Glenferrie Road, Hawthorn VIC 3122, Australia ph: +61 398195088 fax: +61 398195151

More information

Greentree Applicant Tracking System

Greentree Applicant Tracking System Greentree Applicant Tracking System Recruitment Middlebury College Accessing Hiring Manager Module Web address https://middlebury.igreentree.com/hiringmanager_midd Login screen Your Login Password the

More information

Resource Scheduler (Meeting Room Manager) User s Manual

Resource Scheduler (Meeting Room Manager) User s Manual Resource Scheduler (Meeting Room Manager) User s Manual Resource Scheduler (or Meeting Room Manager) is a web based software package for reserving facilities and equipment. The NS&M web client can be run

More information

GETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows. This Getting Started Guide contains the following information:

GETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows. This Getting Started Guide contains the following information: GETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows Refer to this guide for instructions on how to use Quicken s online account services to save time and automatically keep your records

More information

SUNY Adirondack email

SUNY Adirondack email SUNY Adirondack email Official Correspondence Faculty, Staff and Students should be aware that their campus email account is considered their official email account in regard to all business pertaining

More information

User s Guide to the Core Lab Management System (CLMS)

User s Guide to the Core Lab Management System (CLMS) User s Guide to the Core Lab Management System (CLMS) Accessing the CLMS from CNSI You can access CLMS from the link labeled Equipment Reservation System from the CNSI Homepage. http://www.cnsi.ucla.edu/

More information

HelpDesk Connect Operator Manual rev. 1.0.

HelpDesk Connect Operator Manual rev. 1.0. HelpDesk Connect Operator Manual rev. 1.0. 2003-2009 Eastwright Corp. www.eastwright.com 1 1.System Overview 1.1. Concepts The HelpDesk Connect is a web based help desk system. The program allows efficient

More information

HealthyCT Online Bill Pay

HealthyCT Online Bill Pay HealthyCT Online Bill Pay User Guide for Enrollment and Online Payments Table of Contents I. Enrollment Process: On-line Bill Pay Page 1 II. Payment Process- Pay Your HealthyCT Bill Online A. One-Time

More information

Access your Insurance Agent s web site using the URL the agency has provided you. Click on the Service 24/7 Link.

Access your Insurance Agent s web site using the URL the agency has provided you. Click on the Service 24/7 Link. 1 Access your Insurance Agent s web site using the URL the agency has provided you. Click on the Service 24/7 Link. You will need to enter your Email Address and Password assigned to you by your Agent.

More information

How to use Exchange Online and Calendar

How to use Exchange Online  and Calendar How to use Exchange Online Email and Calendar Table of Contents Office 365 Outlook... 2 What is Exchange online... 2 How to use e-mail... 2 How to send E-mail... 4 How to use the Carbon Copy (cc)... 6

More information

Here are the steps to configure Outlook Express for use with Salmar's Zimbra server. Select "Tools" and then "Accounts from the pull down menu.

Here are the steps to configure Outlook Express for use with Salmar's Zimbra server. Select Tools and then Accounts from the pull down menu. Salmar Consulting Inc. Setting up Outlook Express to use Zimbra Marcel Gagné, February 2010 Here are the steps to configure Outlook Express for use with Salmar's Zimbra server. Open Outlook Express. Select

More information

EXPLORE THE BRITISH LIBRARY: How Readers request items to the Boston Spa Reading Room

EXPLORE THE BRITISH LIBRARY: How Readers request items to the Boston Spa Reading Room EXPLORE THE BRITISH LIBRARY: How Readers request items to the Boston Spa Reading Room http://explore.bl.uk To request items to the Boston Spa Reading Room, you must Log in to our main catalogue, Explore

More information

Support Desk Help Manual. v 1, May 2014

Support Desk Help Manual. v 1, May 2014 Support Desk Help Manual v 1, May 2014 Table of Contents When do I create a ticket in DataRPM?... 3 How do I decide the Priority of the bug I am logging in?... 3 How do I Create a Ticket?... 3 How do I

More information

Outlook Email Update #3

Outlook Email Update #3 Outlook Email Update #3 The LCPS Email system has been moved from GroupWise to Outlook! Here is what you need to know Click here to get to your email --- TSS HELP DESK (527-HELP or 527-4357) --- Q. How

More information

Last Updated July, 2014

Last Updated July, 2014 MyHealth Patient Portal Last Updated July, 2014 Frequently Asked Questions General What is MyHealth Portal? Is there a fee to use MyHealth Portal? What do I need to use MyHealth Portal? Who do I contact

More information

ASRM Career Center. The ASRM Career Center can be accessed from the ASRM Homepage:

ASRM Career Center. The ASRM Career Center can be accessed from the ASRM Homepage: ASRM Career Center The ASRM Career Center can be accessed from the ASRM Homepage: All Job Seeker links are on the left. Click here to get Employer links You must create an account before doing anything

More information

A Guide to using egas Lead Applicant

A Guide to using egas Lead Applicant A Guide to using egas Lead Applicant egas Browsers and Browser Settings Logging In Passwords Navigation Principles Your Contact Details Tasks Overview Completing Tasks egas The Health and Care Research

More information

Add Title. Electronic Services Verification Instructions

Add Title. Electronic Services Verification Instructions Add Title Electronic Services Verification Instructions Electronic Services Verification Instructions Access CHAMPS Enter Daily Tasks What to do if the Client is Not in the Home Log services for Multiple

More information

SINGLE NUMBER SERVICE - MY SERVICES MANAGEMENT

SINGLE NUMBER SERVICE - MY SERVICES MANAGEMENT Service Change Charge...$18 Monthly Service...$3/mo. LOGIN TO MY SERVICES In your web browser type in myservices.gondtc.com. Enter your Username (ten-digit phone number for example ) and Password. Your

More information

SiVA Overview Guide. Creating an Advertisement 1. To create a new advertisement, click Advertisements tab and then click Create Advertisement link.

SiVA Overview Guide. Creating an Advertisement 1. To create a new advertisement, click Advertisements tab and then click Create Advertisement link. SiVA is an end-to-end Recruitment Management System with advanced and powerful features for improving the efficiency of your recruitment process. Summary of SiVA Tabs Home - the home page provides shortcuts

More information

Remote Online Support

Remote Online Support Remote Online Support STRONGVON Tournament Management System 1 Overview The Remote Online Support allow STRONGVON support personnel to log into your computer over the Internet to troubleshoot your system

More information

Training Notes. The TASC Helpdesk

Training Notes. The TASC Helpdesk The TASC Helpdesk The helpdesk feature can be used if you are having any kind of difficulty using our products, if you think of a feature that you would like included in our products, to request bespoke

More information

ONLINE LEVEL ONE UMPIRES COURSE PARTICIPANT FACT SHEET

ONLINE LEVEL ONE UMPIRES COURSE PARTICIPANT FACT SHEET About the course The Level One Online Umpire s Course has been designed to assist you in achieving the necessary skills and knowledge to be an effective umpire and enjoy your officiating role. The course

More information

Health Indicators Advancing Healthy Aging in Your Community. Database Instructions for Managers

Health Indicators Advancing Healthy Aging in Your Community. Database Instructions for Managers Health Indicators Advancing Healthy Aging in Your Community Database Instructions for Managers Getting to the Database Website You can access the Health Indicators online database in two different ways.

More information

BluWave crm System Setup Manual

BluWave crm System Setup Manual BluWave crm System Setup Manual Use the System Setup Tab of the system to set up all the user configurable areas of the system The following are the areas required to be configured before BluWave crm can

More information

STUDENT EMAIL: Guide for Students

STUDENT EMAIL: Guide for Students STUDENT EMAIL: Guide for Students This guide will introduce you to Gmail, which is the student email platform for ACT Public Schools. Gmail is part of our Google Apps for Education offering and will provide

More information

Frequently Asked Questions The next section includes FAQs to help you to access and use your student email account.

Frequently Asked Questions The next section includes FAQs to help you to access and use your student email account. Factsheet 22 Student Email September 2011 This factsheet can be made available in alternative formats. Please make your request at the Library Help Desk, telephone 01642 342100 or email libraryhelp@tees.ac.uk

More information

Using Barracuda Spam Firewall

Using Barracuda Spam Firewall Using Barracuda Spam Firewall Creating your Barracuda account Your Barracuda account has been created for you if you are a current Hartwick College student, staff or faculty member. Setting Your Password.

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

Online Services through My Direct Care www.mydirectcare.com

Online Services through My Direct Care www.mydirectcare.com Online Services through My Direct Care www.mydirectcare.com WEB PORTAL Employers and Employees associated with Consumer Direct have access to online services available through a secure website www.mydirectcare.com.

More information

Investor Guidebook CONTENTS. Logging into Gust 2. Your Dashboard 3. Your Organization s Deal List 5. The Deal Room 8

Investor Guidebook CONTENTS. Logging into Gust 2. Your Dashboard 3. Your Organization s Deal List 5. The Deal Room 8 Investor Guidebook CONTENTS Logging into Gust 2 Your Dashboard 3 Your Organization s Deal List 5 The Deal Room 8 Your Organization s Public and Private Sites 15 Managing Your Account 18 I. Logging into

More information

Committee guide to club features on UWESU Website Version 1.1

Committee guide to club features on UWESU Website Version 1.1 Committee guide to club features on UWESU Website Version 1.1 This guide will help you get the best out of your club pages, whether you are a sport, society or network. 1 Logging on and gaining access

More information

Teacher One 4 One Trade User Manual. Teacher Edition

Teacher One 4 One Trade User Manual. Teacher Edition Teacher One 4 One Trade User Manual Teacher Edition March 2012 The Teacher One 4 One Trade software can be found on mykpr in the Quick Links to Applications. There are several key concepts to understanding

More information

QUICK GUIDE TO THE PORT STEPHENS COUNCIL CONTRACTOR MANAGEMENT SYSTEM

QUICK GUIDE TO THE PORT STEPHENS COUNCIL CONTRACTOR MANAGEMENT SYSTEM QUICK GUIDE TO THE PORT STEPHENS COUNCIL CONTRACTOR MANAGEMENT SYSTEM Port Stephens Council uses two separate systems to gather contractor information. These two systems are CIMS and SitePass, and require

More information

Accessing the 2013 Digital Self-Study Guide

Accessing the 2013 Digital Self-Study Guide Accessing the 2013 Digital Self-Study Guide The NCAA Division III Self-Study Guides are provided in an online-only format. Submission through the Self-Study Guide online program is the only format that

More information

On-Campus Employer Guide

On-Campus Employer Guide On-Campus Employer Guide How to navigate the Career Connections Opportunities Board WELCOME! This guide will help you navigate our online job system the Career Connections Opportunities Board. With this

More information

KUMC Spam Firewall: Barracuda Instructions

KUMC Spam Firewall: Barracuda Instructions KUMC Spam Firewall: Barracuda Instructions Receiving Messages from the KUMC Spam Firewall Greeting Message The first time the KUMC Spam Firewall quarantines an email intended for you, the system sends

More information

LEARNING MANAGEMENT SYSTEM User Manual

LEARNING MANAGEMENT SYSTEM User Manual LEARNING MANAGEMENT SYSTEM User Manual Social Work Workforce Development Training Team updated 07-01-15 2 CONTENTS FORGOTTEN PASSWORD... 8 PERSONAL DETAILS... 11 Forename, Surname and Email... 11 Equal

More information

10/28/2013. Partners Zixmail Web Portal. Provider Training. Let s Get Started!

10/28/2013. Partners Zixmail Web Portal. Provider Training. Let s Get Started! Partners Zixmail Web Portal Provider Training Let s Get Started! 1 Setting Up Your Partners Zixmail Web Portal There are two methods to begin this process. Option #1 Use the link on the Partners Provider

More information

ACTON CLIENT RELATIONSHIP MANAGEMENT SYSTEM. http://actoncrm.aussiehome.com

ACTON CLIENT RELATIONSHIP MANAGEMENT SYSTEM. http://actoncrm.aussiehome.com ACTON CLIENT RELATIONSHIP MANAGEMENT SYSTEM http://actoncrm.aussiehome.com INTRO ACTON s own Client Relationship Management (CRM) system has been developed for you to use. This is a totally rewritten and

More information

Internet File and Pay for Sales Tax - DR-15EZ

Internet File and Pay for Sales Tax - DR-15EZ Internet File and Pay for Sales Tax - * Please note: Account information presented is fictitious. 1 Use the buttons below to progress through this slide show. To maximize the slides, right click this slide,

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

Online Appointments Patients Guide

Online Appointments Patients Guide Online Appointments Patients Guide Introduction Having visited your GP Practice, you will have registered for Vision Online Appointments. The Practice will have started the Registration process which allows

More information

ListHub Broker User Manual

ListHub Broker User Manual ListHub Broker User Manual Section 1: Free and Paying Customers Login to ListHub Account... 2 Select and Manage Channels... 3 View Channel Scorecard... 4 View Listing Inventory... 5 View Property Page...

More information

Introduction of Databridge Customer Support System

Introduction of Databridge Customer Support System Introduction of Databridge Customer Support System Databridge Customer Support System is a comprehensive customer support management software that provides help desk agents, account managers and customer,

More information

ParishSOFT Remote Installation

ParishSOFT Remote Installation Table of Contents Setting up Remote Solution Windows 7 or Vista... 1 Connecting to ParishSOFT... 1 Accessing Your database... 3 Switching to your parish database... 4 Setting up Accounts for users... 5

More information

How to Search Randwick City Library Services Online Databases.

How to Search Randwick City Library Services Online Databases. How to Search Randwick City Library Services Online Databases. 1. Starting your search: To search library online databases enter the topic or keywords for your search in the Search online databases field

More information

Managing Online and Offline Archives in Outlook

Managing Online and Offline Archives in Outlook Managing Online and Offline Archives in Outlook Contents How to Enable the Online Archive Feature in Outlook... 1 For Outlook 2007:... 2 How to Set the AutoArchive Properties for a Folder in Outlook 2007:...

More information

OUTLOOK ANYWHERE CONNECTION GUIDE FOR USERS OF OUTLOOK 2010

OUTLOOK ANYWHERE CONNECTION GUIDE FOR USERS OF OUTLOOK 2010 OUTLOOK ANYWHERE CONNECTION GUIDE FOR USERS OF OUTLOOK 2010 CONTENTS What is Outlook Anywhere? Before you begin How do I configure Outlook Anywhere with Outlook 2010? How do I use Outlook Anywhere? I already

More information

V-Requester Add-in for Microsoft Outlook

V-Requester Add-in for Microsoft Outlook V-Requester Add-in for Microsoft Outlook User Guide This document will guide in configuring and using the V-Requester for Microsoft Outlook. Copyright 2014 V-Link http://www.vlink.is Page 1 Contents Introduction...

More information

COLLABORATION NAVIGATING CMiC

COLLABORATION NAVIGATING CMiC Reference Guide covers the following items: How to login Launching applications and their typical action buttons Querying & filtering log views Export log views to Excel User Profile Update info / Change

More information

Conferences & Events WPM Education 4.1.7

Conferences & Events WPM Education 4.1.7 Conferences & Events WPM Education 4.1.7 Version: 1.5 Date: 16/04/2015 Contents Conferences & Events Administration Area... 1 Creating a New Event... 2 Copying Events... 2 Step by Step Guide... 3 Create

More information

Using the NuView Employee Self-Service Module Time Attendance / Time Entry. Introduction. Logging In

Using the NuView Employee Self-Service Module Time Attendance / Time Entry. Introduction. Logging In Using the NuView Employee Self-Service Module Time Attendance / Time Entry Introduction The hourly employee self-service time entry process is changing. As Cort-web is phased out, NuView will be implemented

More information

NAVY COMMAND PRINCIPAL SECURITY ADVISOR RECOMMENDED FACEBOOK SECURITY SETTINGS

NAVY COMMAND PRINCIPAL SECURITY ADVISOR RECOMMENDED FACEBOOK SECURITY SETTINGS NAVY COMMAND PRINCIPAL SECURITY ADVISOR RECOMMENDED FACEBOOK SECURITY SETTINGS NC PSyA Recommended Facebook Settings - October 2014 1 Introduction 3 Privacy Shortcuts 3 Privacy Settings and Tools 6 General

More information

Roaring Penguin User Guide

Roaring Penguin User Guide Roaring Penguin User Guide Emails and Spam Training 2-3 The Quarantine Summary 4-5 Logging in to the Roaring Penguin Web Interface 6-8 Roaring Penguin Home Screen 9-10 Opting out of Spam Scanning 11-12

More information

Missouri Self-Directed Supports (SDS) The BetterOnline Web Portal Instruction Manual for Families

Missouri Self-Directed Supports (SDS) The BetterOnline Web Portal Instruction Manual for Families Missouri Self-Directed Supports (SDS) The BetterOnline Web Portal Instruction Manual for Families February 2016 MO DMH Contact PPL s Missouri Customer Service Representatives: Phone Number: 1-844-735-7370

More information

Configure Microsoft Outlook 2007 to use

Configure Microsoft Outlook 2007 to use Configure Microsoft Outlook 2007 to use Exchange Email Setting Important 1. Before configure your Microsoft outlook 2007 to use exhange you MUST log into the Web Exchange page to login and change your

More information

Outlook Web Access End User Guide

Outlook Web Access End User Guide Outlook Web Access End User Guide Page 0 Outlook Web Access is an online, limited version of an Outlook client which can be used to access an exchange account from a web browser, without having an Outlook

More information

How do I share a file with a friend or trusted associate?

How do I share a file with a friend or trusted associate? Sharing Information How do I share a file with a friend or trusted associate? Sharing a file in InformationSAFE is easy. The share utility in InformationSAFE allows you to securely share your information

More information

How much of a difference should I expect? The bill pay screen and menu will have an enhanced appearance; however the functionality will be the same!

How much of a difference should I expect? The bill pay screen and menu will have an enhanced appearance; however the functionality will be the same! Frequently Asked Questions What is happening to the current Bill Pay system? We are upgrading the current system in an effort to provide you with a richer online experience. The updated Bill Pay will feature

More information

To access the QA Lead area of the site, click on the QA module link on the home page. Click here to access the QA module

To access the QA Lead area of the site, click on the QA module link on the home page. Click here to access the QA module QA Lead Guide To access the QA Lead area of the site, click on the QA module link on the home page. Click here to access the QA module Managing Users As a QA lead you are responsible for registering new

More information

Q. The Phone Manager call banner disappears after being displayed for a couple of seconds...5 Q. The Phone Manager icon in the taskbar is blue and

Q. The Phone Manager call banner disappears after being displayed for a couple of seconds...5 Q. The Phone Manager icon in the taskbar is blue and Phone Manager FAQ s Q. The Phone Manager call banner disappears after being displayed for a couple of seconds...5 Q. The Phone Manager icon in the taskbar is blue and has a cross on it. 5 Q. Some options

More information

Online Expenses User Manual

Online Expenses User Manual Online Expenses User Manual 1.0 Activating your Tarpon Online Expenses Account Applying for a password a) Select the Register link (1). This will take you to a form where you can apply for an Online Expenses

More information

SHAREPOINT COLLABORATIVE WORKSPACE

SHAREPOINT COLLABORATIVE WORKSPACE Council of Europe SHAREPOINT COLLABORATIVE WORKSPACE USER GUIDE Contents 1. Presentation of SharePoint... 3 1.1. Logging on... 4 2. Lists... 6 2.1. Displaying a list... 7 2.2. Navigating in a list... 9

More information

L T A O N L I N E R E C R U I T M E N T

L T A O N L I N E R E C R U I T M E N T L T A O N L I N E R E C R U I T M E N T When you click on this webpath - http://recruitment.lta.com.fj/linkrm, the following screen will appear: You will have to click on Register, as circled red so that

More information

State Grant Information Technology Application

State Grant Information Technology Application The makes grant information accessible to EPA Personnel, OMB, and State agencies. Grant pages contain general information as well as electronic copies of workplans and progress reports. The information

More information

Student Registration Online Classes

Student Registration Online Classes Student Registration Online Classes Purpose: This document walks returning or accepted students through the process of registering for online classes at Moody Bible Institute. Contents 1 The mymoody Portal

More information

Daily Gameplan (DGP) Online

Daily Gameplan (DGP) Online Daily Gameplan (DGP) Online User Guide Sales & Follow-Up Systems Table of Contents Getting Started 3 About The Daily Gameplan Online 3 Quick Start-Up Guide.....4-5 Access the Daily Gameplan Online 6-7

More information

[MP2 TRAINING MANUAL]

[MP2 TRAINING MANUAL] 2015 Technical Services James Titford [MP2 TRAINING MANUAL] Process for Work Order and Purchase Requisition entry on MP2. Table of Contents Introduction... 2 Logging on to MP2... 2 Navigating MP2:... 3

More information

ASSETWORKS, INC. Operations & Maintenance Preventive Maintenance REV NOV15

ASSETWORKS, INC. Operations & Maintenance Preventive Maintenance REV NOV15 ASSETWORKS, INC. Operations & Maintenance Preventive Maintenance REV NOV15 Table of Contents Navigation... 3 Logging into AiM... 3 Preventative Maintenance... 4 PM Standards Creation... 4 PM Template Creation...

More information

ehub EMPLOYEE INSTRUCTIONS YALE ENFORCEMENT SERVICES, INC.

ehub EMPLOYEE INSTRUCTIONS YALE ENFORCEMENT SERVICES, INC. ehub EMPLOYEE INSTRUCTIONS YALE ENFORCEMENT SERVICES, INC. DECEMBER 2010 WELCOME TO EHUB! ehub is a secured website tool which allows you to log in via the Internet to review your schedule, your personal

More information

SPEECH REPOSITORY 2.0. Registration procedure

SPEECH REPOSITORY 2.0. Registration procedure EUROPEAN COMMISSION DIRECTORATE GENERAL FOR INTERPRETATION Provision of Interpretation Multilingualism and interpreter training support SPEECH REPOSITORY 2.0 Registration procedure Date: 26/09/2014 Version:

More information

Trouble Ticket Express

Trouble Ticket Express Trouble Ticket Express Operator Manual rev. 1.0. 2006 by United Web Coders www.unitedwebcoders.com 1. System Overview 1.1. Concepts The Trouble Ticket Express is a web based help desk system. The program

More information