Learning Resources

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Learning Resources (Redirected from Learn More)

Introducing new software and processes can be challenging; our goal is to smooth the transition and help your team ease into new tools, and be productive and successful right away.

Overview

Become familiar with the platform and learn how to use the platform and understand core concepts and features:

Navigating the User Interface
Home Page - Customize the Home page with dashboard views, reports and widgets
Views and Reports - Arrange data as tables in Views or as charts, graphs and matrixed tables in Reports

Learning Plan for New Users

Browse these topics to learn more about the platform:

Core Concepts - Discover core platform concepts
Features - Find out about platform features
Settings - Personalize the platform, setup account information and email preferences
Frequently Asked Questions - Find answers here

Advanced Learning Plan

If you are:

Responsible for Administering the platform, see the System Administration Guide
Developing in the platform, see Developer Suite and Developers Index
A Service Provider, see Manage_Tenant_Capabilities

Advanced Topics

Data Import - Load contacts, accounts and other business data
Mass Operations - Modify or delete large batches of records, or reassign records to a new owner
Print Templates - Build customized templates to print records (for invoices, receipts, invitations and other paper communications)
Email messages and Template Variables - Personalize email communications to contacts or in marketing campaigns

Have a question?

File a Support Case.

Learning Resources

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