QQWebAgent and QQMarketing Dashboard Quick Start Guide
|
|
- Lindsey Conley
- 6 years ago
- Views:
Transcription
1 QQWebAgent and QQMarketing Dashboard Quick Start Guide Contents Implementing QQWebAgent on Your Web Site... 3 What You Need to Do... 3 Instructions for Web Designers, Webmasters or Web Hosting Provider... 4 Customizing QQWebAgent... 6 Configuring QQWebAgent... 6 Quote Results Display & Sales Lead Handling Configuration... 7 QQMarketing Dashboard... 7 Permissions... 7 Preferences... 8 General... 8 My Links... 8 QQWebRater Links... 8 Unassigned Leads and My Leads... 8 Searching for Leads... 8 Columns... 8 Progress... 8 Transferring a Lead to QQWebRater... 9 Assign and Unassign Leads... 9 Updating Status of Leads P a g e
2 Creating a Memo Event Log Reporting P a g e
3 Implementing QQWebAgent on Your Web Site Implementing QQWebAgent is quick and easy! Simply follow the steps below and provide this information to your Web designer, Webmaster or Web hosting company. What You Need to Do 1. To generate the XHTML code to provide to your Web designer, Webmaster or Web hosting company simply: a. Login to as the administrator. b. Click on My QQSolutions Account in the top-right corner. c. Select QQWebAgent Admin. d. Click the Generate Web site Script tab. Enter your corporate Web domain address or URL (for example: myagency.com). e. Select Generate to create your customized QQWebAgent widget. The widget is actually custom XHTML code, which is specific to YOUR agency. f. You ll need to copy this code and provide it to your Web designer, Webmaster or Web hosting company. 3 P a g e
4 Note: The customized QQWebAgent widget code will ONLY work with the domain address you entered and cannot be placed on any other Web site! g. Provide your Web designer, Webmaster or Web hosting company with the QQWebAgent widget code, along with the following instructions: Instructions for Web Designers, Webmasters or Web Hosting Provider 1. Determine where on the Web site the QQWebAgent Web widget will be installed. This can be a space on an existing page or on a completely new page. Note that the widget requires an area of 605 pixels wide by 630 pixels high. 2. Paste the QQWebAgent widget code in the appropriate place on the Web page. Please note a. The code begins with a <div> tag and ends with a </div> tag. b. You should not attempt to alter the code. Doing so will result in the widget failing to operate. c. Every XHTML document consists of bracketed tags. All XHTML elements start with an opening tag (<tag>) and end with a closing tag (</tag>). All XHTML documents have the following basic structure: i. <html> <head> </head> <body> </body> </html> ii. The opening <html> tag tells the Web browser that this is the start of your XHTML document. The code between the <head> and </head> tags contains header information such as meta tags and other information that is not displayed when the Web page is viewed in a browser. The code between the <body> and </body> tags renders the Web page in the browser. The closing </html> tag tells the browser that this is the end of your XHTML document. 4 P a g e
5 iii. To ensure that the QQWebAgent widget displays properly on the Web page, you must place the custom widget code in an appropriate location between the opening <body> and closing </body> tags of your source code. iv. If you are experiencing difficulty locating the <body> tags within the XHTML code, try pressing the 'CTRL' and 'F' keys on a PC ('COMMAND' and 'F' keys on a Mac) to open a Find text box. Type '<body' (without the quotes) to locate the opening tag or '</body' (without the quotes) to locate the closing tag and then click Find next. 3. Create a link on your home page (and any additional pages) pointing to the page with QQWebAgent. This link can be a button or text and be labeled, for example: Get auto insurance quotes instantly and compare! or Click here to get realtime auto insurance quotes or Get the lowest prices for auto insurance instantly! 5 P a g e
6 Customizing QQWebAgent QQWebAgent can be customized to display as much or as little quoting criteria to consumers as you d like it s up to you! You can find all of this information within the QQWebAgent Administrator in QQWebRater s online account manager. Configuring QQWebAgent To configure QQWebAgent, you ll need to login to the QQWebAgent Administrator as discussed above. Each of the tabbed sections in the QQWebAgent Administrator provides you with options to control how the widget is presented to consumers on your Web site. For each parameter listed you can choose to require or not require consumers to enter information. You can also choose whether a particular question is displayed and you can also enter the default value to be used by QQWebAgent in order to obtain rates. When you ve completed each tabbed section, you must click Save at the bottom right corner of that section to ensure your changes are applied. Notes: The Start Page tab controls all the customizable fields on the QQWebAgent widget s Start Page. Throughout the QQWebAgent Administrator, you ll see the icon. You can click on this icon for more information about a specific parameter. To add your agency s logo to QQWebAgent s start page, enter the exact Web address or URL where your logo is saved. Ask your Web designer, Webmaster or Web hosting company for this URL. The source parameter allows you to enter multiple sources in different languages. The QQWebAgent sources are independent from your QQWebRater sources. Most of the quoting criteria parameters are required by one or more of your carriers. If you choose to omit one or more questions to consumers or not require that them to answer a specific question, you must enter default values for each of these questions, so an accurate quote can be generated. When selecting violations that consumers need to select, you have the option to default the list to the most common violations or you can manually go through the list to select the specific violations you want displayed. 6 P a g e
7 Quote Results Display & Sales Lead Handling Configuration You ll need to configure the way quoting results are displayed to consumers and set up the lead notification process. This is handled in the section called Rates Page. You can choose how quotes are presented to consumers, including how many quotes are provided, if the name of the carrier is displayed, etc. In the case where rates can t be returned because of underwriting issues or other errors, you can create a custom message to display to consumers. You can also customize a message to be returned when rates are returned. For example, you can let know what to expect or simple provide additional information on how contact your agency. Once you have QQWebAgent configured and running on your Web site, the system will immediately notify you when a quote is generated. This is considered a lead in the QQWebAgent system. To ensure that your agency is notified of all leads as they are generated, enter the addresses for each person in your office to whom the lead information and quoting details should be sent to. You can enter several addresses by separating each address with a semi-colon ( ; ). Note that leads are sent to these individuals from the following address: ConsumerPortal@QQSolutions.com. Please be sure your spam blocker accepts this address. QQMarketing Dashboard The QQMarketing Dashboard enables agents to view consumer quoting activity from QQWebAgent (includes partial and completed quotes,) and then transfers the quotes to QQWebRater so the user can complete the sale. Permissions QQMarketing Dashboard gives users with administrator privileges the ability to determine which users in the agency should have access to the dashboard. Start Dashboard with Sign On - Every time the user logs into QQWebRater, the dashboard automatically loads. Users now access QQWebRater by selecting a lead to transfer it to QQWebRater or by selecting QQWebRater to access the normal entry screen of QQWebRater. New Lead Alert - From the dashboard, a user can be alerted when a new lead comes in from QQWebAgent. The alert will appear after the consumer has quoted. 7 P a g e
8 Allowed to Transfer to WebRater - Users have access to transfer leads from their dashboards to QQWebRater s entry screen. Preferences Once a user has logged into the QQMarketing Dashboard they can access their Preferences. The Preferences allows the user to customize certain features and functionality within the product. General Show QQMarketing Dashboard on Load When a user logs into QQWebRater, the QQMarketing Dashboard will load prior to taking the user to QQWebRater. Display Icons on Tabs Displays icons on the Home, Reports and Preferences tabs. My Links My Links gives the user a way to quickly launch their favorite or most popular web sites without having to leave the QQMarketing Dashboard. Each user sets up their own My Links through the Preferences. QQWebRater Links The links on the left side for QQWebRater will launch QQWebRater in a new browser or allow you to search your saved quotes without having to jump between programs. Unassigned Leads and My Leads Searching for Leads Users can search for a named insured by typing their full name or a partial name in the search field. In addition, a date range can be selected or users can search within 15, 30, 45 or 60 days. The search will be run on both the Unassigned and My Leads sections. Columns Users can adjust a column s width and order, as well as choose the columns to display in the dashboard and resize the grid. Progress Progress represents how far a consumer progressed in the quoting process. As new quotes enter into the dashboard, a little yellow box appears, which informs users that there s a new lead. Note that incomplete or partial leads are refreshed into the system one hour after a consumer starts the quoting process. The quote progress is as follows: 8 P a g e
9 Transferring a Lead to QQWebRater When clicking on a lead a pop-up will appear showing the details about the quote, which include questions that may not have been asked in the rating process (based on your defaults for QQWebAgent). These questions will need to be confirmed with the consumer before selling the policy, as they may change the rate. Select QQWebRater and all the information the consumer entered during the quoting process will be pre-filled in the QQWebRater entry screen. To save the quote in QQWebRater, users can click on Save Quote from the entry screen or quote the insured as usual and Save Quote from the breakdown screen. Assign and Unassign Leads When a lead first comes into the system it is defaulted to an Unassigned Lead. Based on the administrative settings, users have the ability to manually Assign and Unassign a lead to themselves. When a lead is assigned, no other user will have access to that lead. To move the lead, the user can either click on the arrow in the row of the lead they wish to assign or unassign, or they can drag and drop the lead to one of these tables. Updating Status of Leads All leads that come in start as New. Once a lead is assigned to My Leads, the user can update the status based on the contact they have made with the consumer: Contacted The lead was successfully contacted Qualified The lead is eligible for your product and service and is interested in a purchase Sold The lead has been successfully converted to a sale Nurturing the lead should be contacted for future sales opportunities Dead The lead is not going to result in a sale Bad The information is incorrect NOTE: When moving a lead from My Leads back to Unassigned Lead, the status will be defaulted back to New. Also, when a user changes a lead to Dead or Bad, the lead will be hidden from the My Leads area. 9 P a g e
10 Creating a Memo In the My Leads section users can create and edit memos on the lead. The memos can be used to track notes or other important information when the user contacts the consumer. Event Log The Event Log section of the lead tracks on system and user generated activities. When a lead is assigned or unassigned, the status is changed, or a memo is created or edited, the Event Log will keep a history of all changes. Reporting Quotes from QQWebAgent - From My QQSolutions Account, administrators can select a date range and export a report to PDF to see all leads generated through QQWebAgent. Report Tab - There is also a Report tab within the QQMarketing Dashboard for administrators. This report allows you to search by the named insured, date range, users that leads are assigned to and the status. This report can be exported to Excel or PDF. If you require additional assistance with setting up QQWebAgent, go to or and select Support to visit our Self-Service Web portal. 10 P a g e
AGENT123. Full Q&A and Tutorials Table of Contents. Website IDX Agent Gallery Step-by-Step Tutorials
AGENT123 Full Q&A and Tutorials Table of Contents Website IDX Agent Gallery Step-by-Step Tutorials WEBSITE General 1. How do I log into my website? 2. How do I change the Meta Tags on my website? 3. How
More informationMyFloridaMarketPlace. equote Training State Agencies
MyFloridaMarketPlace equote Training State Agencies 1 What is an equote When to use an equote Benefits Creating an equote Managing equotes Awarding & Viewing Results Resources Agenda What is an equote
More informationiquote User Guide 01 August 2018
iquote User Guide 01 August 2018 Contents 1. Introduction to this User Guide... 3 2. Introduction to iquote... 3 2.1 iquote Homepage... 3 2.2 Notifications... 4 3. How to create a New Quote... 4 3.1 Launching
More informationClient Portal Training Manual
Nexsure Training Manual Client Portal Training Manual Version 2.1.3 Page Nexsure Training Manual 2011 XDimensional Technologies, Inc. All rights reserved. No part of this documentation shall be reproduced,
More informationUser Guide Product Design Version 1.7
User Guide Product Design Version 1.7 1 INTRODUCTION 3 Guide 3 USING THE SYSTEM 4 Accessing the System 5 Logging In Using an Access Email 5 Normal Login 6 Resetting a Password 6 Logging Off 6 Home Page
More informationPreferences Table of Contents
Preferences Table of Contents My Profile... 2 Quick Profile Maintenance... 2 My Names... 3 My Addresses... 3 My E-Mail Addresses... 4 Personal Photo and Logo Maintenance... 4 My Documents... 6 My Phone
More informationMarketing Portal User s Guide. Buy A List Orders
Marketing Portal User s Guide Buy A List Orders page 1 Marketing Portal User s Guide 1. Welcome to AdVestors Marketing Portal User s Guide! Please enter: hvamarketing.com into your browser s URL address
More informationReports Guide. Table of Contents. Welcome to EZLynx Reports... 5 REPORT BASICS... 5 Basic Functions... 5 Accessing Reports... 5 TYPES OF REPORTS...
REPORTS GUIDE Reports Guide Table of Contents Welcome to EZLynx Reports... 5 REPORT BASICS... 5 Basic Functions... 5 Accessing Reports... 5 TYPES OF REPORTS... 5... 5... 5 Custom Reports... 5 CUSTOMIZING
More informationAct! Marketing Automation
Act! Marketing Automation A Guide to Getting Started Helping your business grow with marketing automation Act! Marketing Automation Getting Started Guide 2 Contents Page Page 8 Page 10 Page 11 Page 11
More informationTable of Contents. 2 P a g e A I M Q U I C K R E F E R E N C E G U I D E
May 2017 Table of Contents Introduction... 3 Accessing the My ARKIVE Portal... 3 The Dashboard... 4 Accessing AIM... 4 Searching/Filtering Inventory... 5 Adding New Inventory. 9 Work Orders... 11 Adding
More information2. From the Dashboard, scroll down to the Auto Attendant, and click the Settings Button, then click Detailed Settings.
Call Detail Records (CDR) for Auto Attendants PURPOSE: Explain how to pull, export and understand the Call Detail Records in relation to the Auto Attendant Service. Pull Call Detail Reports (CDR) Call
More informationThe Guide. A basic guide for setting up your Samanage application
The Guide A basic guide for setting up your Samanage application Table of Contents Introduction.............................................................. 3 Contacting Samanage for Assistance.........................................
More informationRingCentral for Salesforce Classic. UK Administrator Guide
RingCentral for Salesforce Classic UK Administrator Guide 1 RingCentral for Salesforce Classic UK Administrator Guide Introduction Contents Introduction... 3 About RingCentral for Salesforce.................................................
More informationGrants Management System
wizehive Grants Management System A walk-through of the most customizable full lifecycle solution 2016 WizeHive, Inc., All rights reserved. 1 of 24 System overview The WizeHive grants management system
More informationUser s Quick Start Guide
i User s Quick Start Guide Table of Contents Introduction... 4 Browser Requirements... 4 Key Terms... 5 Global Navigation Bar... 5 Dock... 5 Guided Workflows... 5 Stack... 6 Activity... 6 Logging Into
More informationWeb Client User Guide
ImageTag, Inc. 2016 Contents Introduction... 2 Logging Into Your KwikTag Client... 3 KwikTag Tabs and Your Landing Page... 4 Drawers Tab Features and Functions... 7 My Lists... 7 The KwikTag Library...
More informationHelp Document. Select the links below to find answers to your Agent Access questions. Terms and Helpful Symbols. Quoting
Help Document Select the links below to find answers to your Agent Access questions. Terms and Helpful Symbols Dashboards General Information Home Quote Central Endorsements Billing Claims Bonds Find Account
More informationRingCentral for Salesforce. Administrator Guide
RingCentral for Salesforce Administrator Guide 1 RingCentral for Salesforce Administrator Guide Introduction Contents Introduction...3 About RingCentral for Salesforce..................................................
More information[ Getting Started with Analyzer, Interactive Reports, and Dashboards ] ]
Version 5.3 [ Getting Started with Analyzer, Interactive Reports, and Dashboards ] ] https://help.pentaho.com/draft_content/version_5.3 1/30 Copyright Page This document supports Pentaho Business Analytics
More informationLanyon Conference TM Administrator Quick Start Guide
Lanyon Conference TM Administrator Quick Start Guide This guide provides a brief overview of general setup and administration tasks for the Lanyon Conference system, including tasks completed in the Console.
More informationTransUnion Healthcare Solutions Portal User Guide
TransUnion Healthcare Solutions Portal User Guide HSP.transunion.com February 16, 2018 Version 2.30 2017 TransUnion LLC All Rights Reserved No part of this publication may be reproduced or distributed
More informationPortal 2.0. Overview. Overview, on page 1 Dashboard, on page 2 Quick Analysis Reports, on page 2 Detailed Analysis Reports, on page 4
Overview, on page 1 Dashboard, on page 2 Quick Analysis Reports, on page 2 Detailed Analysis Reports, on page 4 Overview offers you more flexibility in customizing the data you are shown and drilling down
More informationSugarCRM Jumpstart Project Team Training. Technology Advisors, Inc.
SugarCRM Jumpstart Project Team Training Technology Advisors, Inc. Goal Provide Project Team with necessary background to understand standard SugarCRM functionality in order to make informed decisions
More informationUser Guide. Version
User Guide Version 0.19 2-11-2008 StormPro Max User Guide Page 1 of 69 5/10/2008 Table of Contents 1. Overview... 4 1.1 Definition of StormPro Max Terms... 4 2. Accessing StormPro Max... 5 3. Navigating
More informationOverview NOTE: Listing Overview. User Profile. Language Selection. Asset(s) View. Asset(s) Details. Editing Mode
Overview Listing Overview User Profile Language Selection Asset(s) View Asset(s) Details Editing Mode NOTE: Some functions may not be available to all users depending on permissions granted. Some of the
More informationSharePoint. Team Site End User Guide. Table of Contents
Table of Contents Introduction... 1 Logging in for the First Time:... 1 Areas of the team site:... 2 Navigating the team site:... 3 Adding Content to the team site:... 3 The Ribbon:... 3 Adding a Link:...
More informationAdvanced Training Manual: Surveys Last Updated: October 2013
Advanced Training Manual: Surveys Last Updated: October 2013 Advanced Training Manual: Surveys Page 1 of 28 Table of Contents Introduction Training Objective Surveys Overview Survey Table Survey Options
More informationTyler Dashboard. User Guide Version 5.8. For more information, visit
Tyler Dashboard User Guide Version 5.8 For more information, visit www.tylertech.com. TABLE OF CONTENTS Tyler Dashboard... 4 Tyler Dashboard Features... 4 Tyler Dashboard Ribbon... 4 User Views... 5 Tools...
More informationManaging recording controls from Dashboard 1. On the Avaya Workforce Optimization Select Home
Avaya Workforce Optimization Select Quick Reference for Contact Center Agents Release 5.2.2 Issue 1 September 2018 2016-2018, Avaya, Inc. All Rights Reserved. Avaya Workforce Optimization Select Home page
More informationTRAINING GUIDE. Web App End User Training
TRAINING GUIDE Web App End User Training Web Application End-User Training In this booklet, we will introduce you to the Lucity Web application. The Web system allows you to utilize customized views, forms,
More informationTable of Contents (View in slide show to use navigation) Contact Information Create a Genius Profile Using SPIN SPIN Advanced Search
SPIN USER GUIDE With SPIN, you can: Access funding information online, from any browser Organize grant information in one convenient place Gain access to the largest Keyword list, allowing for greater
More informationFrequently Asked Questions Table of Contents
Frequently Asked Questions Table of Contents What is my user name and password?... 3 How do I change my Password?... 3 How do I set up a view?... 3 How do I load a photo to a listing?... 3 How do I run
More informationTECHNICAL RESOURCE Remote Banner Control
TECHNICAL RESOURCE Remote Banner Control Let marketing update logos, banners and graphics at will. www.exclaimer.com Remote Banner Control This Dynamic Content or Remote Banner Control feature lets a nominated
More informationNavigating Your Profile
Part 1: Profile Login Navigating Your Profile 1. Start at the Greater Kansas City Community Foundation s home page, www.growyourgiving.org. Select Nonprofit Search. 2. This is the Nonprofit Search home
More informationWholesale Lockbox User Guide
Wholesale Lockbox User Guide August 2017 Copyright 2017 City National Bank City National Bank Member FDIC For Client Use Only Table of Contents Introduction... 3 Getting Started... 4 System Requirements...
More informationNote that you must have the Curriculum Map Admin permission to create curriculum map templates. Please contact your IU to obtain this permission.
Creating a Map Note that you must have the Curriculum Map Admin permission to create curriculum map templates. Please contact your IU to obtain this permission. 1. To access the Curriculum Mapping tool,
More informationQUICK START GUIDE. Welcome to EDGAR Pro, your access to SEC filings and more! We ve created this user guide to facilitate your use of this service.
Welcome to EDGAR Pro, your access to SEC filings and more! We ve created this user guide to facilitate your use of this service. If at any point you need additional assistance, contact our Customer Support
More informationEMPHASYS SOFTWARE PARTNER PORTAL LANDLORD USER GUIDE
EMPHASYS SOFTWARE PARTNER PORTAL LANDLORD USER GUIDE i Table of Contents Create an Account & Login 3 View Your Families 7 View Your Units 8 View Your Payments 9 View Holds and Abatements 10 Communications
More informationPrePatient User Guide
"We create exceptional business solutions for cash-pay healthcare professionals that enable them to realize their full potential." PrePatient User Guide Version 1.0 8/17/2012 1 Table of Contents Introduction...
More informationAdobe Volume Licensing
Adobe Volume Licensing VIP Customer Admin Console User Guide for Value Incentive Plan (VIP) Version 2.5 November 11, 2013 Contents What is the VIP Customer Admin Console?... 4 Getting started with VIP...
More informationFurniture Wizard Security Introduction
Furniture Wizard Security Introduction In this section, we will introduce you to the new security features of Furniture Wizard. Furniture Wizard s security will allow you to set permissions for different
More informationCreating Dashboard. Version: 7.3
Creating Dashboard Version: 7.3 Copyright 2015 Intellicus Technologies This document and its content is copyrighted material of Intellicus Technologies. The content may not be copied or derived from, through
More informationAbout This Guide 1. Terminology Used in this Guide 1 System Requirements 1. Getting Started 2. Downloading and Installing Meeting Software 2
RP1Cloud User Guide Contents About This Guide 1 Terminology Used in this Guide 1 System Requirements 1 Getting Started 2 Downloading and Installing Meeting Software 2 Install the Plug-in 2 Install the
More informationBeetleEye Application User Documentation
BeetleEye Application User Documentation BeetleEye User Documentation 1 Table of Contents Welcome to the BeetleEye Application... 6 Overview... 6 Navigation... 6 Access BeetleEye... 6 Update account information...
More informationDreamweaver MX The Basics
Chapter 1 Dreamweaver MX 2004 - The Basics COPYRIGHTED MATERIAL Welcome to Dreamweaver MX 2004! Dreamweaver is a powerful Web page creation program created by Macromedia. It s included in the Macromedia
More informationHARBORTOUCH RESERVATIONS & WAITLIST MANUAL
RESERVATIONS & WAITLIST MANUAL Table of Contents Reservations Setup Wizard... 1 Introduction to the Setup Wizard... 1 Accessing the Reservations Setup Wizard... 2 Accessing Reservations... 2 Reservations
More informationWimba Voice. Version 5.3. User Guide
Wimba Voice Version 5.3 User Guide Wimba Voice User Guide 1 Introduction 1 About Wimba Voice 1 Wimba Voice Manager 2 Account Roles 2 My Manager 2 Getting Started 3 Voice Board 4 Voice Board Creation 5
More informationCovisint MIPS Quick Start User Guide
Covisint MIPS Quick Start User Guide The Quick Start instructions explain the MIPS registration process, collecting and entering patient data online, and the submission process. Updated December 2017 Table
More informationMedicare Sales Training & Certification Program User Manual
Medicare Sales Training & Certification Program User Manual 1 Medicare Advantage Training and Certification Modules The training program contains a series of modules, each of which includes a series of
More informationBusiness Online Banking User Guide
Business Online Banking User Guide Table of Contents Contents Overview... 2 Logging In... 2 Additional Login Information... 5 Home/Dashboard... 6 Top Line Tool Bar... 6 Bulletins... 7 Dashboard... 8 Accounts...
More informationHow to set up a local root folder and site structure
Activity 2.1 guide How to set up a local root folder and site structure The first thing to do when creating a new website with Adobe Dreamweaver CS3 is to define a site and identify a root folder where
More informationBrainCert Enterprise LMS. Learning Management System (LMS) documentation Administrator Guide Version 3.0
BrainCert Enterprise LMS Learning Management System (LMS) documentation Administrator Guide Version 3.0 1 P a g e Table of Contents... 3... 3... 4... 4... 5... 5... 6... 6... 8... 8... 9... 9... 10...
More informationMicrosoft Office SharePoint. Reference Guide for Contributors
Microsoft Office SharePoint Reference Guide for Contributors SharePoint: Reference Guide for Contributors Table of Contents INTRODUCTION... 3 FOLLOWING A SITE... 3 NAVIGATION... 4 LISTS AND LIBRARIES...
More informationMedia Order Printing Users Guide
Media Order Printing Users Guide Media Order Printing Advantage Media Order printing is enhanced and includes the ability to print standard media order formats and existing custom media order formats that
More informationSharePoint General Instructions
SharePoint General Instructions Table of Content What is GC Drive?... 2 Access GC Drive... 2 Navigate GC Drive... 2 View and Edit My Profile... 3 OneDrive for Business... 3 What is OneDrive for Business...
More informationAdministrator Quick Guide
1 Administrator Quick Guide Login Screen The first page employees will see when visiting their training site is the login screen. This is where employees must enter their username and password to access
More informationAstra Scheduling Grids
Astra Scheduling Grids To access the grids, click on the Scheduling Grids option from the Calendars tab. A default grid will be displayed as defined by the calendar permission within your role. Choosing
More informationPrintable Documentation
Printable Documentation The complete text of the Online Help Updated April 10, 2007 Table Of Contents Administrative... 1 Add a picture to your Agent Profile... 1 Add a bio to your agent profile... 1 Add
More informationYour MLS Quick Start Guide
Your MLS Quick Start Guide Contents BrightMLS.com 4 The Dashboard 4 The Navigation 5 Account & Settings 6 MLS Settings (Branding Options) 7 Residential Search 10 Public Record Search 11 Map Search 12 Search
More informationHow to Use My NetTeller
How to Use My NetTeller Whether you re someone who prefers taking advantage of the latest technology or you re committed to traditional, face-to-face banking, First National Bank of Michigan is here to
More informationGlobal Access. User Guide. March Copyright 2015 UPS
Global Access User Guide March 2015 Copyright 2015 UPS Table of Contents Introduction... 4 1.1 Purpose of this User Guide... 4 1.2 Global Access Platform... 4 1.3 Account Management Dashboard... 5 1.4
More information2. From the Dashboard, scroll down to the Hunt Group, and click the Settings Button, then click Detailed Settings.
Call Detail Records (CDR) for Hunt Groups PURPOSE: Explain how to pull, export and understand the Call Detail Records in relation to the Hunt Group Service. Pull Call Detail Reports (CDR) Call Detail Records
More informationALES Wordpress Editor documentation ALES Research websites
ALES Wordpress Editor documentation ALES Research websites Contents Login... 2 Website Dashboard... 3 Editing menu order or structure... 4 Add a new page... 6 Move a page... 6 Select a page to edit...
More informationIPEDS Human Resources Survey
IPEDS Human Resources Survey - 2018 User Guide For Reports Version 5 November 2018 Table of Contents Overview... 3 Log in Procedure... 4 Running Reports... 6 Export Reports to Excel... 9 Drill Down to
More information5.7. Getting Started with Fusion
5.7 Getting Started with Fusion Getting Started with Fusion Fusion 5.7 This publication may not be reproduced, in whole or in part, in any form or by any electronic, manual, or other method now known or
More informationGroup Administrators
Hosted VoIP Phone System Blue Platform Admin Portal Guide for Group Administrators Table of Contents 1 About this Guide... 6 2 Accessing the Hosted VoIP Phone System Admin Portal... 7 3 Hosted VoIP Admin
More informationDashboards. created by others because they have given you permission to view.
The Unified Intelligence Center interface is organized by dashboards. are web pages that display reports, scheduled reports, sticky notes, and web-based elements, such as URLs and web widgets, that are
More informationHCA ArcGIS. Online Tool - How To Guide V1.0 2/15/2016 HAWAII CONSERVATION ALLIANCE AGOL
HCA ArcGIS 2/15/2016 Online Tool - How To Guide V1.0 HAWAII CONSERVATION ALLIANCE AGOL Table of Contents What is ArcGIS Online?... 1 Getting Started... 1 Getting a Login... 1 Logging In... 2 Searching
More informationIntellix Payments Reference Guide
Intellix Payments Reference Guide Table of Contents Overview 3 Accessing Payment Functionality 3 About this Guide and Additional Training 3 Using List Functionality in Intellix Payments 4 Overview 4 Standard
More informationMANAGING ACTIVITIES...
Sales Center Guide GETTING STARTED... 2 LOGGING INTO LASSO... 2 FINDING YOUR WAY AROUND... 3 CONTACTING SUPPORT... 3 ACCESSING THE SALES CENTER... 3 SALES CENTER TIPS... 5 SEARCHING FOR A REGISTRANT...
More informationOverview of the Adobe Dreamweaver CS5 workspace
Adobe Dreamweaver CS5 Activity 2.1 guide Overview of the Adobe Dreamweaver CS5 workspace You can access Adobe Dreamweaver CS5 tools, commands, and features by using menus or by selecting options from one
More informationWordPress Manual For Massachusetts Academy of Math and Science
WordPress Manual For Massachusetts Academy of Math and Science September 19, 2017 Table of Contents Who should use this manual... 4 Signing into WordPress... 4 The WordPress Dashboard and Left-Hand Navigation
More informationMatrix 6.12 Browser Compatibility
CarolinaMLS Matrix Version Update - 6.12 (6.11.9 included) August 21, 2015 Matrix 6.12 Browser Compatibility Matrix 6.12 is compatible with the latest browser versions supported by mainstream operating
More informationTrusted Advisor User Guide. inty CASCADE v 2.9.0
Trusted Advisor User Guide inty CASCADE v 2.9.0 Table of Contents 1. Overview... 2 2. Logging in to inty CASCADE... 2 2.1 Forgotten Password... 4 2.2 Password Complexity... 5 3. Home Page... 7 4. Navigation...
More informationTRAINING GUIDE. Lucity Web End User Training
TRAINING GUIDE Lucity Web End User Training Web Application End-User Training In this booklet, we will introduce you to the Lucity Web application. The Web system allows you to utilize customized views,
More informationRelease User s Guide
Release 4.3.0 User s Guide Copyright This user's manual is protected by the Copyright Act. Changes to the contents, or partial copying of the contents, may not be made without permission from the copyright
More informationStreaming Presentation Manager User Guide
Streaming Presentation Manager User Guide This user guide is intended to be used in conjunction with Slides, Audio with Slides Streaming or Video with Slides Streaming. First we will review the product
More informationReservations and Waitlist Manual
Reservations and Waitlist Manual Reservations and Waitlist Manual 1 Reservations Setup Wizard 1.1 Introduction to the Setup Wizard - Please read before beginning the Setup Wizard 5 2 Accessing the Reservations
More informationUser Guide. Cloud Connect App Board
User Guide Cloud Connect App Board 2017-03-03 Contents 1. Orientation... 3 1.1 Introduction... 3 1.1.1 Thing overview... 3 1.2 Access and logging in... 3 1.2.1 Access... 3 1.2.2 Sign up and Log in... 3
More informationUPTIVITY DISCOVER QUALITY MANAGEMENT MANUAL, V5.6. April
UPTIVITY DISCOVER QUALITY MANAGEMENT MANUAL, V5.6 April 2015 www.incontact.com UPTIVITY DISCOVER QUALITY MANAGEMENT MANUAL, V5.6 Version: 5.6 Revision: April 2015 About incontact: incontact (NASDAQ: SAAS)
More informationImagine. Create. Discover. User Manual. TopLine Results Corporation
Imagine. Create. Discover. User Manual TopLine Results Corporation 2008-2009 Created: Tuesday, March 17, 2009 Table of Contents 1 Welcome 1 Features 2 2 Installation 4 System Requirements 5 Obtaining Installation
More informationsforce Web Services Enterprise API sforce Object Query Language sforce Custom Objects... 40
Release Notes Winter 04 Major Announcements Dashboards... 2 Workflow Automation... 8 Advanced Page Layout Wizard... 12 Dynamic Page Layouts and Field-Level Security... 14 Team-Based Account Management...
More informationData Warehouse Business Objects (BOBJ) Ad Hoc Reporting User Guide
Updated: 10/17/2018 Data Warehouse Business Objects (BOBJ) Ad Hoc Reporting User Guide Table of Contents Data Warehouse Business Objects (BOBJ) Ad Hoc Reporting... 3 Introduction... 3 Getting Started...
More informationConfiguring Ad hoc Reporting. Version: 16.0
Configuring Ad hoc Reporting Version: 16.0 Copyright 2018 Intellicus Technologies This document and its content is copyrighted material of Intellicus Technologies. The content may not be copied or derived
More informationOracle Utilities Opower Embeddable Widgets
Oracle Utilities Opower Embeddable Widgets Client Integration Guide E84761-01 Last Updated: August 23, 2018 Oracle Utilities Opower Embeddable Widgets Client Integration Guide E84761-01 Copyright 2017,
More informationSharePoint: Fundamentals
SharePoint: Fundamentals This class will introduce you to SharePoint and cover components available to end users in a typical SharePoint site. To access SharePoint, you will need to log into Office 365.
More informationUser Guide. Customer Self Service (CSS) Web Application Progress Software Corporation. All rights reserved.
User Guide Customer Self Service (CSS) Web Application 1993-2017 Progress Software Corporation. Version 2.1 March 2017 Table of Contents Welcome... 3 Accessing the Customer Self Service (CSS) Web Application...
More informationGSA QMAC. Transportation Service Provider (TSP) TransPort Integrator User Guide. TransPort Integrator Service. Version 3.0
GSA QMAC TransPort Integrator Service Transportation Service Provider (TSP) TransPort Integrator User Guide Version 3.0 Change Log Version # Date of Change Section Description of Change Changed By 1.0
More informationRightNow eservice Center 5.5 New Administrator s Survival Guide
RightNow eservice Center 5.5 New Administrator s Survival Guide Table of Contents You may click on each line below to go to that section of this document. OVERVIEW...3 HELPFUL RESOURCES...4 GAINING FAMILIARITY
More informationPaperless Pipeline Agent Manual
Paperless Pipeline Agent Manual 1 of 13 The Basics Logging In A welcome email with your username and password has been sent to you. Log in at app.paperlesspipeline.com and enter your email and password
More informationTyler Dashboard. User Guide Version 6.3. For more information, visit
Tyler Dashboard User Guide Version 6.3 For more information, visit www.tylertech.com. TABLE OF CONTENTS Tyler Dashboard... 4 Tyler Dashboard Features... 4 Search... 5 Browse... 5 Page... 6 Dashboard...
More informationMatrix 5.5. New Features. For Support: (800) Support Hours: M-F 8:30 AM 9:00 PM Sat-Sun: 10:00 AM 3:00 PM
Matrix 5.5 New Features For Support: (800) 925-1525 Support Hours: M-F 8:30 AM 9:00 PM Sat-Sun: 10:00 AM 3:00 PM www.crmls.org/support All rights reserved. No part of this publication may be reproduced,
More informationVersion 1.3 April 4 th, 2016
Version 1.3 April 4 th, 2016 a product Milyli Inc. 415 N Sangamon St. Chicago, IL 60642 support@milyli.com (312) 291-1787 milyli.com/blackout 1. Installing, Upgrading, and Uninstalling Blackout... 4 1.1
More informationMaking online easy. Cube Reviews User Guide
Making online easy Cube Reviews User Guide Introduction page Funnel How to Link Your Review Sites page How to Customise Funnel Content page How to Customise Funnel Set-Up page 7 Widgets page 8 Invites
More informationSOCE Wordpress User Guide
SOCE Wordpress User Guide 1. Introduction Your website runs on a Content Management System (CMS) called Wordpress. This document outlines how to modify page content, news and photos on your website using
More informationSage CRM 2017 R3 Release Notes. Updated: July 2017
Sage CRM 2017 R3 Release Notes Updated: July 2017 2017, The Sage Group plc or its licensors. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group plc
More informationPaperless Tax Office Automation
_ Topics in this Quick Start Guide Key steps for using GruntWorx in your tax practice How to submit jobs How to Populate ProSystem fx client tax files with GruntWorx How to purchase credits and run usage
More informationWelcome to Fleet Management
Welcome to Fleet Management iworq is designed so you can customize the software to meet your Fleet Management needs. This guide was created to help you start performing common tasks in the Fleet Management
More informationExtranet User Guide Version 2
Extranet User Guide Version 2 Contents Welcome to the Extranet... 4 Why use the Extranet?... 4 Give us your feedback... 4 Getting Started... 5 How to access the Extranet... 5 Finding your way around...
More informationOBIEE. Oracle Business Intelligence Enterprise Edition. Rensselaer Business Intelligence Finance Author Training
OBIEE Oracle Business Intelligence Enterprise Edition Rensselaer Business Intelligence Finance Author Training TABLE OF CONTENTS INTRODUCTION... 1 USER INTERFACE... 1 HOW TO LAUNCH OBIEE... 1 TERMINOLOGY...
More information