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 |