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1:09

Assign Funnel Step to a Resource

Sales

Designate a user to perform a sales funnel step

4:20

Mark Funnel Steps Complete

Sales

Mark a funnel step complete when the work for a step is complete

2:36

Update Activity Follow Up Date for Activity linked to Opportunity

Sales

Update Activity Follow Up date for Activity linked to Sales Opportunity

2:00

Update Opportunity Reminder

Sales

Set Sales Opportunity Reminder on the Opportunity

2:31

Create a Sales Opportunity

Sales

Track opportunities and gain insight into related sales activities as it progresses through a sales funnel

2:55

Create a Contact

Sales

Create and link contacts to customers, sites and other areas

1:27

Create a Site

Sales

Track customer site specific details such as contacts, sales, service, projects, and accounting

3:00

Create a Company

Sales

Create a company record. By default, the 'type' will be PROSPECT. With permissions, the record may be edited to be a CUSTOMER, VENDOR, CUSTVEND (both a customer and vendor).

1:46

Navigate record sets

General

Navigate or skip to of your list of records in any form or report.

1:07

Start and stop time bills in the Resource Console

Projects

Start and stop time bills in the Resource Console scheduler grid

8:30

Resource Console Overview

Projects

A general overview of the Resource Console.

2:14

HR Time Request Overview

Time off

Request and authorize leave time, and view the status of requests

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