Getting Started with idm for Lead Nurturing
|
|
- Sibyl Williams
- 8 years ago
- Views:
Transcription
1 Getting Started with idm for Lead Nurturing March, 2006 CONTACT: Ed Gallagher (770)
2 Table of Contents Table of Contents...2 Logging in...3 Review account settings...6 Account settings...7 Contact fields...8 Roles...10 Users...11 Review dashboards...12 Dashboards...13 Review dialogs...14 Dialogs...15 Designing Dialogs...16 Managing dialogs...18 Manage leads...19 Adding a new lead...20 Re-engaging an old lead...22 Managing leads
3 Logging in First, get onto the Internet and point your browser to Next, click the Login link to display the idm for Lead Nurturing login page. 3
4 This brings you to the idm login page. Type in your account code, userid and password. Click Login to proceed. 4
5 This will bring you to the idm for Lead Nurturing home page. 5
6 Review account settings Click Account Settings to review settings for your account. When your account was created, the idm for Lead Nurturing application was installed. This application includes account settings, dashboards, dialogs and reports. The idm for Lead Nurturing application can be customized and extended to support your lead management processes. To begin, you should review the configuration for your account. 1. Click Account Settings to review settings for your account. 2. Click Dashboards to review the dashboards configured for your account. 3. Click Dialogs to review the dialogs configured for your account. 6
7 Account settings Account settings include field definitions of account and contact fields for the leads managed using idm for Lead Nurturing, the roles of users of the system and the actual users of the system. 1. Click define fields for contacts to review the fields defined for leads. 2. Click manage the role(s) defined for the system to review the roles defined for your account. 7
8 Contact fields In addition to account name, contact name and contact address, your account is configured initially with the following contact fields used to manage information for each lead in the system: 1. Address 2. Phone 3. Role 4. Lead generation event (e.g. tradeshow, webinar) 5. Lead source (e.g. website, purchased list) 6. Lead stage 7. Lead status 8. Product interest 9. Approved budget 10. Decision timeframe 11. Current step 12. Next step 13. Next step with 14. Sales representative name 15. Sales representative title 16. Sales representative 8
9 17. Sales representative phone Values for these fields are updated through workflow events that are triggered by responses to the dialog from the lead. As you adapt idm for Lead Nurturing to support your specific lead management process, you may define additional fields or remove one or more of the current fields. 9
10 Roles Your account is configured initially with the following roles: 1. Administrator the administrator of the system. 2. Chief Marketing Officer 3. Inside Sales Manager 4. Inside Sales Representative Roles are used to control access to features in the system as well as access to reports. Roles are also used in the configuration of certain workflow events that can be triggered by a response to the dialog from a lead. Users of the system are associated with one or more roles. As you adapt idm for Lead Nurturing to support your specific lead management process, you may define additional roles or remove one or more of the current roles. 10
11 Users In addition to yourself, your account is configured initially with one additional user. 11
12 Review dashboards Click Dashboards to review the dashboards configured for your account. When your account was created, the idm for Lead Nurturing application was installed. This application includes account settings, dashboards, dialogs and reports. The idm for Lead Nurturing application can be customized and extended to support your lead management processes. To begin, you should review the configuration for your account. 1. Click Account Settings to review settings for your account. 2. Click Dashboards to review the dashboards configured for your account. 3. Click Dialogs to review the dialogs configured for your account. 12
13 Dashboards Your account is configured initially with the following dashboards used to report on the leads managed using idm for Lead Nurturing: 1. Lead management lead status by product 2. Lead management leads by qualifying criteria 3. Lead management leads by stage Dashboards provide a high level view of the leads managed using idm for Lead Nurturing. Any number of dashboards can be defined. Access to the dashboards is controlled by role. As you adapt idm for Lead Nurturing to support your specific lead management process, you may define additional dashboards or remove one or more of the current dashboards. 13
14 Review dialogs Click Dialogs to review the dialogs configured for your account. When your account was created, the idm for Lead Nurturing application was installed. This application includes account settings, dashboards, dialogs and reports. The idm for Lead Nurturing application can be customized and extended to support your lead management processes. To begin, you should review the configuration for your account. 1. Click Account Settings to review settings for your account. 2. Click Dashboards to review the dashboards configured for your account. 3. Click Dialogs to review the dialogs configured for your account. 14
15 Dialogs Click Display a list of dialog designs to review the design of the dialogs in your account. Click Display a list of dialogs to manage to review the deployment of the dialogs in your account. Dialogs provide the platform for you to establish a web-based conversation with your leads and the mechanism to capture and respond to feedback from your leads. Your account is configured initially with the following categories of dialogs: 1. New lead management used to establish a dialog with a new lead 2. Nominated lead management used to establish a dialog with a new contact nominated by the lead 3. Old lead management used to re-engage an old lead 4. Sales agent interface used by a sales agent to add a new lead, re-engage an old lead and record an interaction with a lead 5. Sales manager interface used by a sales manager to queue lead monitoring with a sales agent regarding a lead 6. Web site integration 15
16 Designing dialogs Click to preview the dialog. Click to edit the design of the dialog. Dialogs are designed to script a web-based conversation with your leads. Designing a dialog includes the following steps: 1. Name the dialog 2. Define the demographic attributes of the participants in the dialog 3. Add a welcome message for the dialog 4. Define the sections in the dialog, the questions in each section and perhaps answer choices for the questions in the section 5. Define the rules that determine when sections in the dialog are displayed to a participant on a page 6. Add a summary message for the dialog 7. Add a thank you message for the dialog 8. Customize the look of the dialog 9. Preview the presentation and navigation of the dialog Your account is initially configured with the following dialogs used for engaging a lead: 1. Lead Always on 2. Lead Confirmation call, 3. Lead Confirmation fulfillment 4. Lead Initial qualification 5. Lead Loss 6. Lead Nurture 7. Lead Qualification 8. Lead Win 16
17 Your account is initially configured with the following dialogs used for engaging a new contact nominated by a lead: 1. Nominated Lead Nurture 2. Nominated Lead Qualification Your account is initially configured with the following dialogs used for re-engaging an old lead: 1. Old Lead Initial contact Your account is initially configured with the following dialogs used by a sales agent: 1. Sales Agent Add new lead 2. Sales Agent Re-engage old lead 3. Sales Agent Record interaction with lead 4. Sales Agent Update lead status Your account is initially configured with the following dialog used by sales management: 1. Sales Management Queue lead monitoring Your account is initially configured with the following dialog to integrate idm for Lead Nurturing with a website: 1. Website Register new lead 17
18 Managing dialogs Click to see a report of statistics about the dialog. Click to view / manage the deployment of the dialog. Managing dialogs that have been designed and are ready to be (or are) deployed can include a number of activities including: 1. Defining scorecards to score the responses to the dialog 2. Configuring workflow events that are triggered by the responses to the dialog 3. Defining scorecard alerts to alert on developing issues and opportunities 4. Configuring invitation messages to solicit via participation in the dialog 5. Importing contact(s) to solicit via their participation in the dialog 6. Managing contact(s) solicited via to participate in the dialog 7. Configuring and viewing reports for the dialog 8. Viewing responses to the dialog 18
19 Manage leads The idm for Lead Nurturing application is configured to support the following lead management activities: 1. Adding a new lead 2. Re-engaging an old lead 3. Managing leads Click Dialogs to add a new lead or reengage an old lead. 19
20 Adding a new lead Click Sales Agent Add a new lead to start a dialog with a new lead. 20
21 Complete the dialog and click Submit to send the lead an message invitation to begin a dialog ( Lead Qualification or Lead Nurture ). 21
22 Re-engaging an old lead Click Sales Agent Reengage old lead start a dialog with an old lead. 22
23 Complete the dialog and click Submit to send the lead an message invitation to begin a dialog ( Old Lead - Initial contact ). 23
24 Managing leads Click Accounts and Contacts to manage leads. 24
25 Click display a list of contacts to list all leads. Click view the report to view a report on leads. 25
APA On-Line Fellows Application Platform Instructions for Endorsers
APA On-Line Fellows Application Platform Instructions for Endorsers Introduction... 2 Steps to Completing an Endorsement... 2 Step 1: Access Application Link... 2 Step 2: Log In to myapa... 2 Step 3: View
More information1 P a g e. Copyright 2013. CRMKnowledge.
1 P a g e Contents Introduction... 3 An overview of Queues in Microsoft Dynamics CRM... 3 How are Queues created in CRM... 4 How are Queues made visible to users?... 4 What can be put into a Queue?...
More informationTeamViewer 9 Manual Management Console
TeamViewer 9 Manual Management Console Rev 9.2-07/2014 TeamViewer GmbH Jahnstraße 30 D-73037 Göppingen www.teamviewer.com Table of Contents 1 About the TeamViewer Management Console... 4 1.1 About the
More informationWorld Bank Group Electronic Selection of Consultants
World Bank Group Electronic Selection of Consultants User Guide for Consulting Firms Version 1 Table of Contents Introduction... 1 Create World Bank Group and EConsult accounts... 1 Create an EConsult
More informationEnter your User Id and Password and click the Log In button to launch the application.
Working with CECAS How to Log In to CECAS Training Site In your internet browser, go to the following IP address: training.nccecas.org/cecas Enter your User Id and Password and click the Log In button
More informationVirtual Contact Center
Virtual Contact Center Zendesk CTI Integration Configuration Guide Version 8.0 Revision 1.0 Copyright 2013, 8x8, Inc. All rights reserved. This document is provided for information purposes only and the
More informationAccess Online Web-Based Training Guide
Access Online Web-Based Training Guide USDA Purchase Card Program USDA OPPM Charge Card Service Center Document Date: 10/01/2013 Version: 2.0 Revision History Table 1 provides the revision history of this
More informationHow to Apply For an Online Career
Welcome to the Oregon State University Online Application System Purpose After reviewing this tutorial, you will be able to use the system to: Review current employment opportunities at Oregon State University.
More informationVirtual Contact Center
Virtual Contact Center MS Dynamics CRM Integration Configuration Guide Version 7.0 Revision 1.0 Copyright 2012, 8x8, Inc. All rights reserved. This document is provided for information purposes only and
More informationIntegrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal
Integrating Autotask Service Desk Ticketing with the Cisco OnPlus Portal This Application Note provides instructions for configuring Apps settings on the Cisco OnPlus Portal and Autotask application settings
More informationPerform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it.
Purpose Use this procedure to add, change, or remove recurring payments. Trigger Perform this procedure when you need to add a recurring payment option, or when you need to change or withdraw it. Prerequisites
More informationTBR System Office Performance Management Employee s Guide
TBR System Office Performance Management Employee s Guide A Step-By-Step Employee Guide for completing performance evaluations in the PeopleAdmin Performance Management Suite PeopleAdmin 7.0 is a multi-functional
More informationout of the availity web portal
get the most out of the availity web portal Quick reference guide Availity s Web Portal gives you the tools you need to drive measurable and meaningful organizational improvements, to enjoy the vitality
More informationQuick Start Guide. Installation and Setup
Quick Start Guide Installation and Setup Introduction Velaro s live help and survey management system provides an exciting new way to engage your customers and website visitors. While adding any new technology
More informationTERAcloud w w w. t e r a c l o u d. u k
Accessing your account Once you have received the confirmation email, there will be a link to your personal area where you can download the backup application. In the example here we are using the support
More informationSterling Backcheck. System User Guide 10/2014. For assistance while navigating through the system, please contact Client Services at:
Sterling Backcheck System User Guide 10/2014 For assistance while navigating through the system, please contact Client Services at: RCAN@verifiedvolunteers.com - (855) 326-1860 - Option 1 Welcome to SterlingBackcheck
More informationElectronic Selection of Consultants
Electronic Selection of Consultants User Guide for Consulting Firms Version 3 This User Guide was produced by the Operations and Corporate Procurement Groups and the Information Solutions Group Global
More informationVirtual Contact Center
Virtual Contact Center Zendesk Integration Configuration Guide Version 7.1 Revision 1.0 Copyright 2012, 8x8, Inc. All rights reserved. This document is provided for information purposes only and the contents
More informationJobs for Govs User Guide for Employers
Jobs for Govs User Guide for Employers This outline will show employers how to recruit students at our partner schools. In order to recruit students from a partner school you need to be linked to that
More informationOneDrive Using Office Documents
OneDrive Using Office Documents OneDrive is your personal cloud storage. It also provides you with Microsoft s Office Web Apps so you can create or edit documents in the cloud, all from your browser. Contents
More informationDSI File Server Client Documentation
Updated 11/23/2009 Page 1 of 10 Table Of Contents 1.0 OVERVIEW... 3 1.0.1 CONNECTING USING AN FTP CLIENT... 3 1.0.2 CONNECTING USING THE WEB INTERFACE... 3 1.0.3 GETTING AN ACCOUNT... 3 2.0 TRANSFERRING
More informationDear Medical Staff: Demographics Imaging results
Dear Medical Staff: Welcome to Baptist Health South Florida! All physician office staff can request to be granted read-only access to the electronic medical record system (Soarian Clinicals) that Baptist
More informationSecure File Transfer Guest User Guide Updated: 5/8/14
Secure File Transfer Guest User Guide Updated: 5/8/14 TABLE OF CONTENTS INTRODUCTION... 3 ACCESS SECURE FILE TRANSFER TOOL... 3 REGISTRATION... 4 SELF REGISTERING... 4 REGISTER VIA AN INVITATION SENT BY
More informationWordware Family Website Instructions
Registering on the Family Website Wordware Family Website Instructions Important: You must fully complete registration in one session in order to guarantee that there are no problems with activating your
More informationwww.faxmyway.com USER MANUAL www.faxmyway.com Online Faxing Anywhere, Anytime sales@faxmyway.com Paperless Secure Faxing Anytime, Anywhere
www.faxmyway.com www.faxmyway.com Paperless Secure Faxing Anytime, Anywhere Online Faxing Anywhere, Anytime USER MANUAL sales@faxmyway.com sales@faxmyway.com GETTING STARTED Faxmyway is an email and web-based
More informationooredoo.om/business BUSINESS AUDIO CONFERENCING SERVICES USER GUIDE
ooredoo.om/business BUSINESS AUDIO CONFERENCING SERVICES USER GUIDE Table of Contents Moderator s User Guide 1. Audio conferencing - Signing in...2 2. Home Page...3 3. Adding contacts...4 4. Creating a
More informationIn a browser window, enter the Canvas registration URL: silverlakemustangs.instructure.com
How do I sign up for a Canvas account as a Parent? Parents (Observers) can link their Canvas account to their student's account so they can see assignment dues dates, announcements, and other course content.
More informationUpgrade of Business Systems Data Warehouse Reporting
Upgrade of Business Systems Data Warehouse Reporting The Business Systems Data Warehouse Reporting System was upgraded to a new version of Business Objects the weekend of December 12 th. The current system
More informationThe Peer Reviewer s Guide to Editorial Manager
The Peer Reviewer s Guide to Editorial Manager Registering with EM The Register option is found in the main toolbar. New users simply click on REGISTER. [Note: You may have been proxy registered as a review
More informationYou need to be assigned and logged in to the system by the Records Management Service in order to use it.
Guidance for using the Records Management Service software The software can be used to undertake the following tasks:- 1. Sending information about the boxes to be transferred to the Records Centre. 2.
More informationService Manager 9.41 Smart Analytics Demo Script
Service Manager 9.41 Smart Analytics Demo Script Before we begin First read HP SM Smart Analytics Trial Kit.pdf. It includes important information, for example, how to setup Google Chrome browser to function
More informationEntrust Managed Services PKI Administrator Guide
Entrust Managed Services PKI Entrust Managed Services PKI Administrator Guide Document issue: 3.0 Date of issue: May 2009 Copyright 2009 Entrust. All rights reserved. Entrust is a trademark or a registered
More informationGovernment buyer user manual System Requirements and Administration Version 2.0
Queensland Government etendering website Government buyer user manual System Requirements and Administration Version 2.0 July 2011 etender Help Desk phone 07 3836 0141 Table of contents 1 Introduction...
More informationSOS SO S O n O lin n e lin e Bac Ba kup cku ck p u USER MANUAL
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,
More informationSun Bear Marketing Automation Software
Sun Bear Marketing Automation Software Provide your marketing and sales groups with a single, integrated, web based platform that allows them to easily automate and manage marketing database, campaign,
More informationSchool IT Systems Support Service Desk Online
School IT Systems Support Service Desk Online Description: Author: Guidance for Service Desk Online Administrators Jenny Collins Revision No: 6 Last Edited: 24/05/12 Document Ref: S1006 Technical Support
More informationPlease start at the forum by introducing yourself to everyone.
Guide to Online Learning Online learning is a great way to fit a qualification around your life. Learning online gives you the flexibility to study when it is convenient for you. The AIFL has aimed to
More informationManual: How to Create an NCAN User Account
The National College Access Network, Building Blocks, and the National College Access Program Directory web sites have secured areas that require a user account. This manual will assist you with creating
More informationYour Ulster Training Records in CoreHR: Step by Step Guide
Your Ulster Training Records in CoreHR: Step by Step Guide Employee How do I view My Training History? Login to Core Portal > Click Employee Dashboard > Click the Training tab > under My Training History,
More informationTRC Handbook. Rev. A. June 06 2014. A division of ConneXon Telecom Inc.
TRC Handbook Rev. A June 06 2014 A division of ConneXon Telecom Inc. TRC HANDBOOK... 1 1 INTRODUCTION... 3 1.1 Document Overview... 3 1.2 Key Stakeholders... 3 1.3 Revision History... 3 2 GETTING STARTED...
More informationWordPress File Monitor Plus Plugin Configuration
WordPress File Monitor Plus Plugin Configuration Open Source Varsity To configure the WordPress file monitor plus plugin on your WordPress driven Blog / website, login to WordPress as administrator, by
More informationKlais & Company, Inc. StatusLink. Member User Guide
Klais & Company, Inc. StatusLink Member User Guide Contents Contents Overview... 1 Purpose... 1 America Online (AOL) Users... 1 Helpful Hints... 2 Getting Started... 3 Register With StatusLink... 3 Member
More informationParticipate in an Adobe Connect Meeting For Meeting Participants
Participate in an Adobe Connect Meeting For Meeting Participants Contents Contents... 1 Connection Test:... 2 Join a meeting:... 3 Change your status:... 3 Meeting Audio:... 3 Audio Setup Wizard:... 3
More informationIntegrating SurveyMethods With Freshdesk Using Zapier. Copyright 2015 SurveyMethods, Inc. All rights reserved.
Integrating SurveyMethods With Freshdesk Using Zapier Copyright 2015 SurveyMethods, Inc. All rights reserved. Steps for Integration 1. Use a SurveyMethods Survey 2. Create a Helpdesk Ticket 3. Set Up a
More information(SAAS) Standards Annual Accreditation System. Presenting
Presenting Standards Annual Accreditation System (SAAS) A system built and maintained by the Research and Technology division of the Arkansas Department of Education. 1 Introduction to the Standards Annual
More informationConnecting to LRDC Fileserver Remotely Using Windows XP & SRemote VPN
Connecting to LRDC Fileserver Remotely Using Windows XP & SRemote VPN October 2013 In order to access the LRDC file server remotely/off campus, or from Wireless Pittnet, you must first authenticate to
More informationCustomized Net Conference
Customized Net Conference How to Use Microsoft Office Live Meeting 2005 Event Registration Event Registration is a feature of Customized Net Conference Powered by Microsoft Office Live Meeting and is designed
More informationCOURSE NAVIGATOR DEMO QUICK GUIDE
COURSE NAVIGATOR DEMO QUICK GUIDE INTRODUCTION The Course Navigator is a web-based learning management system that contains the EHR Navigator activities and assessments, as well as flash cards, quizzes,
More informationLightpath Hosted Voice
Lightpath Hosted Voice Call Queuing Agent/User Guide v06-01-15 CONTENTS 1 Information for Call Queuing Agent Lines... 1 1.1 Using Multi Line Hunt Groups... 1 1.1.1 Viewing MLHGs...1 1.1.2 Logging in and
More informationFree Project Management Templates. Install Guide
Free Project Management Templates Install Guide Table of Contents 1 Introduction... 3 1.1 Pick your Size... 3 1.2 Free Lite... 4 1.3 Free Structured... 5 2 Add the WSP Files to Solution Gallery... 7 3
More informationUNIT ASSESSMENT SYSTEM DOCUMENTATION FACULTY
UNIT ASSESSMENT SYSTEM DOCUMENTATION FACULTY November 2013 The purpose of UAS is to collect and measure assessment data for select courses. 1 Accessing the Unit Assessment System Application 2 Browser
More informationAriba Sourcing Getting Started Guide for Suppliers
What is the Ariba Commerce Cloud? The Ariba Commerce Cloud is your entry point to all of your seller solutions with Ariba. Rather than managing multiple login IDs for multiple customers sites, you will
More informationSystem Overview Training. MyFloridaMarketPlace System Overview
System Overview Training MyFloridaMarketPlace System Overview Agenda What is MyFloridaMarketPlace (MFMP)? Logging in to Buyer Dashboard & Navigation User Profile Management Searches Procure to Pay Process
More informationMicrosoft Office Live Meeting Events User s Guide
Microsoft Office Live Meeting Events User s Guide Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the companies,
More informationGuide to Online Teacher Application
Guide to Online Teacher Application Welcome Thank you for your interest in teaching in New York City s public schools. All individuals interested in applying for a teaching position for the NYC Department
More informationVersion: 1.1 Updated: 12/05/2013. Gilbane Federal Annual Performance Appraisal Process Guidebook
Version: 1.1 Updated: 12/05/2013 Gilbane Federal Annual Performance Appraisal Process Guidebook Table of Contents Overview 2 Workflow 2 Launching Workflow Tasks 3 Select Feedback Providers 5 Manager Approval
More informationMojo Surveys 2.6 Getting Started Guide
Mojo Surveys 2.6 Getting Started Guide CRM 2013 Fusion Software Ltd www.fusionsoftware.com Version 2.6 Introduction Welcome to the Mojo Surveys 2.0 Getting Started Guide. The guide is intended to provide
More informationONLINE PROGRAM MANAGEMENT SYSTEM. Program Management System. Overview PRINTED ON 16/06/2009 PAGE 1 OF 10
ONLINE PROGRAM MANAGEMENT SYSTEM Program Management System Overview PRINTED ON 16/06/2009 PAGE 1 OF 10 Table of Contents PAGE TABLE OF CONTENTS... 2 PROGRAM MANAGEMENT SYSTEM... 3 KEY OBJECTIVE... 3 KEY
More informationSupport Portal User Guide. Version 3.0
Support Portal User Guide Version 3.0 What is the Coldharbour Support Portal? The Coldharbour Support Portal is a new tool which allows our customers to create or update support requests via the Coldharbour
More informationClient Ticketing System
Reporting Issues to Empower Software 16 March, 2009 Table of Contents Introduction... 3 Accessing the System... 3 Creating a User Account... 4 Logging in with an Existing User Account... 6 Create New Ticket...
More informationThe Best Free live Chat and Help Desk Software
The Best Free live Chat and Help Desk Software I ve been using Zopim Live chat for a little over 3 months now to help me pull in more qualified web design leads. I had dabbled with other helpdesk and live
More informationYSU Spam Solution Guide to Using Proofpoint
Proofpoint Web Interface Introduction In 2006, YSU deployed the Proofpoint appliance in response to a growing number of spam messages infiltrating their way past current detection technologies into user
More informationFirst initial of their first name Last name The @ sign Client ID (selected by Client upon isi set-up)
Page: 1 Enrollment Process Introduction ipay is an employee self service product, allowing the employee to view, print and save an electronic copy of their pay statement posted to ipay. This chapter will
More informationOverview. ExchangeDefender Admin Web Site
SPAM Settings Overview The ExchangeDefender Admin Site is a powerful tool that gives you access to all of the benefits ExchangeDefender has to offer, from the safety and convenience of your web browser.
More informationRemote Access: Citrix Client Setup
Introduction: The following documentation is intended to assist first time or active users with installation of the Citrix ICA connection software required to access the MSVU Remote Access system desktop
More informationPreview of the Attestation System for the Medicare Electronic Health Record (EHR) Incentive Program
Preview of the Attestation System for the Medicare Electronic Health Record (EHR) Incentive Program The Medicare EHR Incentive Program provides incentive payments to eligible professionals, eligible hospitals
More informationTestTrack Test Case Management Quick Start Guide
TestTrack Test Case Management Quick Start Guide This guide is provided to help you get started with TestTrack test case management and answer common questions about working with test cases and test runs.
More informationPrognoCIS Improved Support Ticket Guide
PrognoCIS Improved Support Ticket Guide Do you have a question about PrognoCIS? Our support team is always ready to help. Submitting a support ticket through the Resource Center is the fastest way to have
More informationGetting Started Guide
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...
More informationDELSIA DOCUMENTS MANAGEMENT SYSTEM USER GUIDE AND GUIDANCE FOR SUMITTING INVESTMENT PROPOSALS
DELSIA DOCUMENTS MANAGEMENT SYSTEM USER GUIDE AND GUIDANCE FOR SUMITTING INVESTMENT PROPOSALS The goal of this document is to help new users navigate the DELSIA Documents Management System. Please feel
More informationApplication Tracking System for Brokers and Agents
Application Tracking System for Brokers and Agents 2012 Coventry Health Care, Inc. For Broker/Agent Use ONLY Not intended for distribution to beneficiaries. System Requirements to View Here are the minimum
More informationNextGen Certified Professional Program Guide. For Clients
NextGen Certified Professional Program Guide For Clients Contents Overview 4 NCP Program Components 5 EHR... 5 EPM... 5 ICS... 5 EAS... 5 Preparing for an NCP Certification Exam 6 elearning... 6 Instructor-Led
More informationimageprograf Direct Print & Share Guide
imageprograf Direct Print & Share Guide imageprograf Direct Print & Share Guide Ver. 2.0 Canon Inc. 1. Features of imageprograf Direct Print & Share The features of imageprograf Direct Print & Share are
More informationOpen Internet Explorer (or other internet browser) and enter the following website into the Address Bar http://www.esit.com.
Open Internet Explorer (or other internet browser) and enter the following website into the Address Bar http://www.esit.com.au/support 1. Once the site has loaded you should have something as follows 2.
More informationTBR System Office Performance Management Supervisor s Guide
TBR System Office Performance Management Supervisor s Guide A Step-By-Step Supervisor s Guide for completing performance evaluations in the PeopleAdmin Performance Management Suite PeopleAdmin 7.0 is a
More informationebookshelf An online reporting tool
ebookshelf An online reporting tool ebookshelf Overview and User Guide 2014 Revised August 2014 Blue Cross Blue Shield of Michigan is a nonprofit corporation and independent licensee of the Blue Cross
More informationReceiving and Responding to an Invitation... 1. Logging Into Your Reviewer Center... 2 Forgot Your Password?... 3 Help Documentation...
SCHOLARONE MANUSCRIPTS REVIEWER GUIDE CONTENTS Receiving and Responding to an Invitation... 1 Logging Into Your Reviewer Center... 2 Forgot Your Password?... 3 Help Documentation... 3 Reviewer Center Overview...
More informationNiceLabel Solution Architect User Guide
NiceLabel Solution Architect User Guide English Edition Rev-1305 2013 Euro Plus d.o.o. All rights reserved. Euro Plus d.o.o. Poslovna cona A 2 SI-4208 Šenčur, Slovenia tel.: +386 4 280 50 00 fax: +386
More informationCommunication Matrix Group Management. A quick guide to walk you through the basics
Communication Matrix Group Management A quick guide to walk you through the basics What is Group Management? Group Management was created to help organizations such as school districts, outpatient clinics,
More informationSupport System User Guide
Support System User Guide The Virtual Office support system provides users with a useful way to submit and track issues and resolutions. This feature- rich system is one more way that VO provides customers
More informationCloudPortal Services Manager Version 11.0 CU1 Deployment Guide
CloudPortal Services Manager Version 11.0 CU1 Deployment Guide Contents Install... 3 Recommended deploy process... 3 Impacted Servers... 3 Prerequisites... 3 Upgrade the database... 4 Upgrade the platform
More informationSECURE MOBILE ACCESS MODULE USER GUIDE EFT 2013
SECURE MOBILE ACCESS MODULE USER GUIDE EFT 2013 GlobalSCAPE, Inc. (GSB) Address: 4500 Lockhill-Selma Road, Suite 150 San Antonio, TX (USA) 78249 Sales: (210) 308-8267 Sales (Toll Free): (800) 290-5054
More informationCompleting Online Course Evaluations CoursEval is a web based evaluation tool that will allow students to view and complete course evaluations online and all in one place. This software is a great way
More informationHDM-IWE 3.0.3.2 Hotfix Readme
Description... 1 Resolved Issues... 1 Prerequisite... 1 Manifest... 2 Installation Instructions... 2 To prepare for the Intelligent Workflow Engine update... 2 To delete the existing Intelligent Workflow
More informationCloud Control Panel (CCP) Billing User Guide
Cloud Control Panel (CCP) Billing User Guide Version 1.0: 01.01.11 Copyright 2011 DNS Europe Ltd. All rights reserved. Cloud Control Panel (CCP) Billing User Guide v1.0 Table of Contents 1 Introduction
More informationWhat s New Guide: Version 5.6
What s New Guide: Version 5.6 A QUEST SOFTWARE COMPANY 1. 8 0 0. 4 2 4. 9 4 1 1 w w w. s c r i p t l o g i c. c o m WHAT S NEW IN ACTIVE ADMINISTRATOR 5.6? Contents...3 Active Administrator Product Overview...3
More informationEvaluation and Other Functions of E*Value
Evaluations and Other Functions of E*Value Evaluations Page 1 Evaluations and Other Functions of E*Value Contents Online Evaluations in E*Value... 3 Instructions for Completing Online Evaluations through
More informationThe Foundation FE Summary Guidance: SIR 22 (2013/14) V1.0
The Foundation FE Summary Guidance: SIR 22 (2013/14) V1.0 The Education and Training Foundation 2014 Table of Contents Table of Contents... 2 Introduction... 3 Background to the collection... 3 Collection
More informationMultiSite Manager. User Guide
MultiSite Manager User Guide Contents 1. Getting Started... 2 Opening the MultiSite Manager... 2 Navigating MultiSite Manager... 2 2. The All Sites tabs... 3 All Sites... 3 Reports... 4 Licenses... 5 3.
More informationLast updated: October 4, 2013. einvoice. Attorney Manual
einvoice Attorney Manual Welcome to the Bexar County einvoice system! The Bexar County einvoice System is designed to help attorneys submit and track invoices with Bexar County. With this system, an attorney
More informationCOLLABORATIVE HEALTH SYSTEMS ACCOUNTABLE CARE ORGANIZATIONS TRAINING WEBSITE USER GUIDE
COLLABORATIVE HEALTH SYSTEMS ACCOUNTABLE CARE ORGANIZATIONS TRAINING WEBSITE USER GUIDE ACO_TrainUserGuide_0213_IA 02/22/2013 Welcome to the Collaborative Health Systems (CHS) Medicare Shared Savings Program
More informationOnline Student Services at Thomas Edison State College Student User Guide Access the newly redesigned Online Student Services at:
Online Student Services at Thomas Edison State College Student User Guide Access the newly redesigned Online Student Services at: https://webadvisor1.tesc.edu/webadvisor/webadvisor At Thomas Edison State
More informationTerminal Four. Content Management System. Moderator Access
Terminal Four Content Management System Moderator Access Terminal Four is a content management system that will easily allow users to manage their college web pages at anytime, anywhere. The system is
More informationBRILL s Editorial Manager (EM) Manual for Reviewers
BRILL s Editorial Manager (EM) Manual for Reviewers Table of Contents Introduction... 2 1. Logging into EM... 2 2. Changing Your Access Codes and Contact Information... 2 3. Agreeing or Declining to Review...
More information1) Go to the following URL: https://myitservices.nus.edu.sg/arsys/ 2) Login with your NUS account and password.
Introduction: Computer Centre has a wide range of service offering to all NUS users. Through an easy-to-use selfservice IT Service Request Portal, selected services are exposed to NUS Community to facilitate
More informationConnecting to Wi-Fi Using Windows 7
CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Connecting to Wi-Fi Using Windows 7 Summer 2015, Version 2.0 Table of Contents Introduction...2 Configuring Your Device...2 Onboarding
More informationHyperoo 2.0 A (Very) Quick Start
Hyperoo 2.0 A (Very) Quick Start Download and install the Hyperoo 2.0 beta Hyperoo 2.0 is a client/server based application and as such requires that you install both the Hyperoo Client and Hyperoo Server
More informationCareer Opportunity Development, Inc. Corporate Compliance Reporting
Career Opportunity Development, Inc. Corporate Compliance Reporting One of the foundations of an internal corporate compliance system within an organization is the establishment of a mechanism for employees
More informationhttps://weboffice.edu.pe.ca/
NETSTORAGE MANUAL INTRODUCTION Virtual Office will provide you with access to NetStorage, a simple and convenient way to access your network drives through a Web browser. You can access the files on your
More information