| Module 1 | Accounts and Contacts | |
|---|---|---|
| Unit 1 | Add New Account | |
| Unit 2 | Accounts Dashboard | |
| Unit 3 | Account Page Overview | |
| Unit 4 | Add New Contact | |
| Module 2 | Product and Product Configurations | |
| Unit 1 | Product Structure Introduction | |
| Unit 2 | Creating A New Product | |
| Unit 3 | Creating a Product Configuration and Templates | |
| Unit 4 | Attaching Attributes to Your Product | |
| Module 3 | Assets (Installation Base) | |
| Unit 1 | Creating an Asset | |
| Unit 2 | Importing Product Templates | |
| Unit 3 | Asset Groups and Hierarchy | |
| Unit 4 | Asset Details | |
| Unit 5 | Maintenance | |
| Unit 6 | Attachments (internal) | |
| Unit 7 | Media Library (External) | |
| Unit 8 | Assets Advanced Search | |
| Module 4 | Data Module | |
| Unit 1 | Adding a data connection to an Account | |
| Unit 2 | Creating Chart Visualizations | |
| Unit 3 | Creating Widgets | |
| Unit 4 | Creating a Data Table | |
| Unit 5 | Creating Basic & Advanced Alarms | |
| Module 5 | opsCTRL Facility Publishing and Registration | |
| Unit 1 | Enabling opsCTRL Facility Accounts and Registering Contacts | |
| Unit 2 | Publishing Assets to opsCTRL Facility | |
| Unit 3 | Sharing Charts, Widgets, and Alarms | |
| Module 6 | Opportunity Management | |
| Unit 1 | Adding a New Opportunity | |
| Unit 2 | Managing Multiple Proposals | |
| Unit 3 | Opportunity Attributes | |
| Unit 4 | Creating and Saving Custom Views | |
| Unit 5 | Creating a Marketing Campaign | |
| Module 7 | Case Management | |
| Unit 1 | Case Management Introduction | |
| Unit 2 | Setting Up Your Global Categories | |
| Unit 3 | Product Specific Categorization |
