Support

Dashboard 1

• Dashboard Summary

Options Menu 4

• Logging Out
• Change Password
• Content Sync
• Offline Cache

Accounts Menu 10

• Account List
• Account List by Name or Suburb
• Account Type Filter
• Account Filters
• Account Search

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Objectives Menu 2

• Objectives Overview
• Adding and editing Objectives

Content Menu 2

• Content Overview
• Attaching content as email attachments

History Menu 3

• History Overview
• Activity history
• Order history

Held Orders Menu 1

• Held Order Summary

Status Menu 1

• Status/Reports Overview

Diary Menu 10

• Diary Overview
• Diary Sidebar
• 1 Day Mode
• 5/7 Day Modes
• Adding new Entry Types

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In a call 2

• Call anatomy
• Work Items Overview

Order work item 11

• Order - Overview
• Deals Ordering Mode
• Order Options
• Deals
• Taking an order

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Store Check work item 2

• Store Check Overview
• Store Check Types

Content view 2

• Content View Overview
• Signup Overview

Signup work item 1

• Signup Overview

Call objectives work item 1

• Call Objectives Overview

Call Summary 1

• Call Summary Overview

Offline mode 5

• Offline Mode Overview
• Cached Calls
• Offline Capabilities
• Going Offline
• Sync Calls