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Action! Getting Started
(16)
Setting up Email, Calendar, etc. on my Mobile Device
Assign Contact to the Sales Process
Import your Contacts
Address Book
(21)
Bulk Actions / Updates
Calendar Appointments/Events
Quick ’Action’ Menu
Admin Panel
(13)
Manage User Defined Fields
Update Logo
Add, Change or Remove Yubikey
Attendance & Awards
(8)
Program Guests
Mobile App for Attendance & Awards
Graduate a Class
Calendar
(3)
Calendar Appointments/Events
My Day Calendar
Calendar Agenda
Campaigns and Marketing
(2)
Campaign Types
Constant Contact Integration
Company Front Page
(8)
Our Mission widget
Your Company’s Front Page
Custom Front Page Widgets (HTML)
Core Concepts
(4)
Dashboard Overview
The “New” Menu
Overview: The Contact Profile
Email
(4)
Email Templates
Email Signature
Email Logger
eWindows
(6)
Share Program-Related Files
The Participant Dashboard
Setup eWindow Shortcut on Mobile Device
Google Apps
(5)
Google+ Login
Turn ON 2-Step Verification (Google)
Google Integration
HR Dashboard
(1)
Manage Staff Skills & Qualifications
Integration
(1)
Magento Integration
Ontraport Integration
Google Integration
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)
Short Term Makeups
Payments and Refunds
Import Your Web Leads
Productivity
(7)
Email Logger
Send an Email
Duplicate Prevention
Programs
(14)
Organization Program (In-House Pricing)
Program Reports
Alternate Revenue
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