The mySalesChain User Manual is for the general user who uses the mySalesChain system to manage accounts, contacts, tasks, schedule, etc. The mySalesChain Online Help describes how to access the mySalesChain product and use its features.
Audience
This help is intended for the everyday user of the product, such as a sales representative (Sales Rep). It provides the basic steps for navigating through the product and for using the various tools available for managing accounts and leads.
Organization
The online help User Manual is organized into the following major sections. However, you may jump to any topic from the table of contents, the index, or from a link within another topic.
|
Chapter |
Description |
|
Steps to follow when using the product the first time, such as how to log in, and general navigation. | |
|
Procedures for the various activities performed on a daily basis to manage your accounts and time. | |
|
Schedule Tool |
Reference section containing supplemental details about the Schedule Tool, including steps for handling existing appointments |
|
Accounts Tool |
Reference section containing supplemental details about the Accounts Tool, including record views of subordinate objects (assets, agreements, leases) |
|
Leads Tool |
Reference section containing supplemental details about the Leads Tool |
|
Contacts Tool |
Reference section containing supplemental details about the Contact Tool, including steps for performing functions from within the tool |
|
Groups Tool |
Reference section containing supplemental details about the Groups Tool, including steps for performing functions from within the tool |
|
Reports Tool |
Reference section containing supplemental details about the Reports Tool |
|
Procedures for adding locations, assets, service calls, and meter readings for systems without automated accounting interfaces |
Conventions
The following conventions are used, when applicable:
|
Convention |
Description |
Example |
|
Bold font |
Name of a field, menu, tab, button, or icon. |
OK or OK button Title field |
|
Menu -> option |
Menu and options within it to select. |
View->Accounts |
|
“Click on…” |
Move cursor to the position and click the mouse button once. |
|
|
“Double-click on …” |
Move cursor to the position and click the mouse button twice. |
|
Customer Support
Technical support can be contacted by:
Email: support@saleschain.com
Telephone: (203) 262-1611.