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Knowledge Base
Action! Getting Started
(16)
Good News
Managing To Do’s (Tasks)
Introduction: Creating Clients for LIFE using Engagement eWindows
Address Book
(21)
Overview: The Contact Profile
eWindow Access
Import Contacts from an iOS device
Admin Panel
(13)
Admin: Configure Your eWindows
Admin: Manage Your Sales Process
Program Reminders
Attendance & Awards
(8)
Graduate a Class
Class Graduation Roster
Take Attendance
Calendar
(3)
Calendar Appointments/Events
My Day Calendar
Calendar Agenda
Campaigns and Marketing
(2)
Campaign Types
Constant Contact Integration
Company Front Page
(8)
Custom Front Page Widgets (HTML)
Email Good News to Your Front Page
Real-Time News Feeds (RSS)
Core Concepts
(4)
Dashboard Overview
The “New” Menu
Overview: The Contact Profile
Email
(4)
Email Templates
Email Signature
Email Logger
eWindows
(6)
Your Engagement eWindow
eWindow Email Notifications
eWindow Access
Google Apps
(5)
Google+ Login
Turn ON 2-Step Verification (Google)
Google Integration
HR Dashboard
(1)
Manage Staff Skills & Qualifications
Integration
(1)
Google Integration
Constant Contact Integration
Join a Meeting
Meeting Dashboard
(5)
Archived Meetings
Join a Meeting
Run a Video Conference
Microsoft
(1)
Microsoft Business Account Integration
MY Dashboard
(5)
My Day Calendar
Real-Time News Feeds (RSS)
Managing To Do’s (Tasks)
Participant Registrations
(11)
Group Payments
Organization Prepayments
Cancel or Drop Participant
Productivity
(7)
Send an Email
Duplicate Prevention
My Tags
Programs
(14)
Program Dashboard
Programs and Schedules
Manage Program Locations
Resource Library
(4)
Contact Resource Libraries
Manage Files/Folders
Upload Files
Sales & CRM
(4)
Sales Process Activity Report
Communication Reports
Assign Contact to the Sales Process
Security
(2)
Turn ON 2-Step Verification (Google)
Add, Change or Remove Yubikey
Trainers
(1)
Setup eWindow Shortcut on Mobile Device
Virtual University & HR
(6)
Manage Staff Awards & Certifications
HR Performance Results
HR Corporate Documents, Benifits, Health & Safety