Business Manager

Table of Contents

Welcome

1. Introduction

2. Recommended System Requirements

3. Download and Install

4. Start Business Manager

4.1. Launch Business Manager

4.2. Login

4.3. Login Error/ Unable to Connect

4.4. Search Result and Editor

4.5. Search Result Grid

4.6. Menu

5. Using for the first time

6. Send Emails from Business Manager

7. New/ Edit/ Delete Entities: Standard Procedure

7.1. New/ Edit Entities: Standard Procedure

7.2. Delete an Entity: Standard Procedure

7.3. Editor

8. User Interface Controls

8.1. Date Picker

8.2. Entity Selector

8.3. Number Control

9. Focus

10. Contact

11. Lead

11.1. Lead Navigation

11.2. New Lead

12. Document

12.1. New Document

12.2. Document System

12.3. Retrieving a Document File

12.4. Try This

13. Issue Resolution (IR)

14. Service

14.1. New Contract

14.2. New Visit

14.3. New Service Call Reminder

14.4. New Service Call Attended

15. Employee

16. To do

17. Age

18. Advance Search Examples

18.1. Lead Search

18.2. Contact Search

19. Report

20. Analysis

20.1. Lead Analysis

20.2. IR Analysis

20.3. Contract Analysis

20.4. Service Call Analysis

20.5. Contact/ Region Analysis

20.6. Target Versus Actual Analysis

21. Target Versus Actual

22. Settings

23. Product Version

24. Contact Us

25. License

26. Trademarks

27. Tutorials

27.1. Lead

27.2. Lead Analysis

27.3. Document

28. Data Import/ Export

28.1. Data Import

28.2. Data Import Column Order

28.3. Data Export

Glossary

Index