ToolKit

Here you will see all the most essential tools if you are a CSM Manager.

Start here

Learn the BasicsIn this Group Section you will learn ALL the Basics of iDealOpsHelp Center & SupportIn this section you will learn how to use the Help Center & Conctact Support inside iDealOpsFAQsIn this section you can access the most Frequently Asked Questions of iDealOps

Tools you would need

Master FormIn this section you will learn how to use the Master Form inside iDealOpsLinksHere you will learn how to use the Links input table.Glossary of VariablesIn this section you will see the meaning of all the Variables use inside iDealOpsSoftware StackFilteringIn this section you will learn how to use effectively the Filters inside iDealOpsUI DesignIn this section you will learn about the UI Design of iDealOpsQuickTrack ExtensionIn this section you will learn how to properly use the QuickTrack Extensio the UI Design of iDealOps

Dashboards you would use

CompanyHere you will learn how to use the Company dashboard.CustomersHere you will learn how to use the Customer dashboard.MarketingHere you will learn how to use the Marketing dashboard.Calls_salesHere you will learn how to use the Calls_sales dashboard.ProspectingHere you will learn how to use the Prospecting dashboard.ProjectionsHere you will learn how to use the Projections dashboard.Calls_csmHere you will learn how to use the Calls_csm dashboard.

Input Tables you would check

ProjectionsHere you will learn how to use the Projections input table.Calls_csmHere you will learn how to use the Call_csm input table.