| 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 |
