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Entering a Prospect or Suspect in Customer Maintenance

Prospects and suspects are preliminary records that keep track of potential future customers. This video illustrates how you enter them in Customer Maintenance.

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Adding a Widget to the Kinetic Home Page

Adding a Widget to the Kinetic Home Page

Accessing the Main Menu in the Kinetic Home Page

Accessing the Main Menu in the Kinetic Home Page

Changing the User on the Kinetic Home Page

Changing the User on the Kinetic Home Page

Changing the Company in the Kinetic Home Page

Changing the Company in the Kinetic Home Page

Using Favorites and Recents in the Home Page

Using Favorites and Recents in the Home Page

Adding a Collaborate Widget

Adding a Collaborate Widget

Using a Published Kinetic Layout as Your Own

Using a Published Kinetic Layout as Your Own

Changing the Workstation in the Kinetic Home Page

Changing the Workstation in the Kinetic Home Page

Working With the Help and Support Panel

Working With the Help and Support Panel

Using the Search Panel in the Home Page

Using the Search Panel in the Home Page

Changing the Language in the Kinetic Home Page

Changing the Language in the Kinetic Home Page

Identifying Company and Site on your Home Page

Identifying Company and Site on your Home Page

Changing Settings in the Context Bar

Changing Settings in the Context Bar

Currently loaded videos are 1 through 13 of 13 total videos.

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