Support

Home 7

• Home Summary
• Entry Types
• Adding a Call via the Diary
• Adding a Meeting
• Adding Leave

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Diary 1

• Diary Overview

Accounts 4

• Accounts List
• Account Details
• Adding a New Account
• Adding a Call via the Account List

Orders 4

• Order Management
• Release Held Orders
• Accept or Decline a Referred Order
• Resend an Order

Objectives 3

• Objectives Overview
• Creating New Objectives
• Editing Objectives

In a Call 3

• Call Overview
• Call Anatomy
• Work Items

Order work item 5

• Order Overview
• Taking an Order
• Distributor Accounts
• Applying Deals
• Sales History

Store Check work item 1

• Store Check Overview