Support

Dashboard Summary 1

• Dashboard Summary

Options 6

• Account Details
• Change Password
• Manage Collateral
• Manage Offline Cache
• Miscellaneous Settings

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Accounts 9

• Account List
• Account Search
• Account Type Filter
• Account Filters
• Account Sidebar

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Objectives 3

• Objectives Overview
• Filters and Search
• Adding and Editing Objectives

Content 2

• Content Overview
• Attaching content as email attachments

History 1

• History Overview

Status 2

• Status Overview
• Categories

Diary Overview 12

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

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Call Anatomy 2

• Call Overview
• Call Anatomy

Work Items 8

• Work Items Overview
• Call Objectives
• Store Check
• Content View
• View Reports

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Order 14

• Order Overview
• Ordering Mode
• Calculate/Apply Deal
• Order Options
• Product List

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Store Check 3

• Store Check Overview
• Layout
• Store Check Types

Content View 1

• Content View Overview

Signup 1

• Signup Overview

Call Objectives 1

• Call Objectives Overview

Call Summary 3

• Call Summary Overview
• Order
• Save Call Progress

Offline Mode 1

• Offline Mode Overview

Held Orders 1

• Held Orders Summary