opsCTRL™ Supplier Basics

Module 1 Accounts and Contacts
Unit 1 Add New Account
Unit 2 Accounts Dashboard
Unit 3 Account Page Overview
Unit 4 Advanced Account Search
Unit 5 Add New Contact
Unit 6 Contact Details, Administration, and Password Reset
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 Basic & Advanced Alarms
Unit 5 Creating Smart 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
Unit 6 Forecasting and Probabilities