mySalesChain Online Help
User Manual
Getting Started
Setting the Browser Configuration
Logging In
Changing Your Password
Logging Out
Using Basic Navigation
Header Bar
Button Bar
Other Navigation Features
Access Privileges
Using the System
Checking for Tasks and Appointments
Daily View
Weekly View
Monthly View
Advanced Task Viewer
Finding Accounts
Finding Accounts using the Accounts Tool
Finding Accounts using Quick Search
Finding Contacts
Creating a New Account
Searching the System
Search for the Contact
Create a New Account with Contact
Add a Contact to an Existing Account
Link a Contact to an Account
Updating Account Information
Creating Tasks
Creating Quick Tasks
Work on or Complete a Task
Creating Appointments
Adding Notes
Making Calls
Working on Leads
Creating a Lead
Updating the Lead
Closing a Deal
Tracking Competitive Equipment Leases
Understanding User Activity Reports
Other Account Functions
Attaching External Documents
Generating Documents
Sending an Email
Creating Bulk Notes or Tasks
Creating Groups in a Tool`s List
Running Marketing Campaigns
Creating a Proposal
Creating an Order
Working on Orders in the Integrated Tool
Setting User Preferences
Using Document Imaging Features
Managing Document Templates
Working in the Document Editor
Schedule Tool Reference
Viewing Tasks and Appointments
Using the Daily Calendar
Using the Weekly Calendar
Using the Monthly Calendar
Using the Advanced Task Viewer
Managing Scheduled Appointments
View Details of an Appointment
Change an Appointment
Update Appointment Status
Decline an Appointment
Cancel an Appointment
Accounts Tool Reference
Using the Account List
Account Views
Account View Icons
Account View Tabs
Account Quick View
Telemarketing Activity View
Total Account View
Account`s Subordinate Views
Agreements View
Asset View
Competitor Equipment View
Invoice View
Lease View
Leads Tool Reference
Using the Leads List
Lead View
Contacts Tool Reference
Using the Contacts List
New Contact
Contact View
Update a Contact Record
Delete a Contact
Link a Contact with an Account
Unlink a Contact from its Account
Merge Contact Records
Groups Tool Reference
Viewing a Group
Creating a Group
Add Members
Remove Members
Changing a Group`s Definition
Deleting a Group
Reports Tool Reference
Delivery Desk Tool Reference
Functions for Systems without Automated Accounting
Add a New Location
Add an Asset
Add a Service Ticket
Add a Meter Reading
FAQ
Administrative Manual
Branch Configuration
Creating a New Branch
Modifying a Branch
Removing a Branch
Territory Configuration
Creating a Territory
Modifying a Territory
Removing a Territory
Configuring Users
Adding a User
Modifying a User
Deactivating a User
Maintaining the Company Hierarchy
Customizing Sales Rep Assignments
Making SRA Rules
Creating an SRA Rule
Changing an SRA Rule
Deleting an SRA Rule
Creating User Criteria
Changing User Criteria
Deleting User Criteria
Defining SRA Categories
Adding Categories
Modifying a Category
Disabling a Category
Reassigning Sales Reps
Automatic Reassignment
Running Rules on All Users
Running Rules on a Specific User
Manual Reassignment
Reassigning Selected Accounts
Reassigning Selected Leads
Reassigning Selected Contacts
Reassigning From One Sales Rep to Another
Replacing a Sales Rep
Managing the Product Catalog
Managing Catalog Items
Adding a Catalog Item
Adding Associations
Changing a Catalog Item
Removing an Association
Deactivating a Catalog Item
Managing Product Manufacturer Records
Adding Manufacturers to the Catalog
Changing a Manufacturer Record
Managing Product Categories
Adding a Product Category to the Catalog
Changing a Product Category
Deactivating a Product Category
Managing Leases
Create a Lease
View a Lease
Modify a Lease
Add Assets to the Lease
Update Lease Stage
Update Lease Status Info
Clone a Lease
Delete a Lease
Administrative FAQ
How do I hide an account from all users?
How do I move a zip code from one user's SRA rules to another's?
What do I do when a Sales Rep quits?
Glossary
Checking for Tasks and Appointments
Tracking Competitive Equipment LeasesChecking for Tasks and AppointmentsTracking Competitive Equipment Leases