This Training Module includes links to the initial setup steps required for every improveit 360 system. This content is also found within the application, on the Home page Walk-thru when logged in as a System Administrator user.
Follow the links below to full click-path articles with screen shots.
Login and Bookmark the Login Page
Setup your Company Information
Set Fiscal Year and Business Hours
Set Organization Wide Email Address
Set Source Type and Source Values for Lead Sources
Creating Lead Sources and Ending Lead Sources
Set Global Territory Values & Set Global Territory Weighting
Ending Staff members and keeping a clean Staff list
Creating Staff and Activating Users
If you have completed these setup Steps, navigate to the next Walk thru on the Account page.
Click on the App Launcher menu
Search for the Accounts Tab and from the drop down arrow, choose the All Accounts list
Select any Account from the List
In the lower-right corner the Account Walk-thru should automatically pop up.
You can also find the content from the next Walk thru in this article: Accounts, Contacts and Sales Opportunity Walk thru
And when you're ready, check out our next Training Module: Lead Entry
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