Application Professional Training Manual Contents

INTRODUCTION TO TOUR DE FORCE

1. Overview

Chapter 1: Tour de Force Folder Structure

1. Overview
2. Standard Folders
3. Account Roots
4. Account Packages

Chapter 2: THE TOUR de FORCE CLIENT

1. Overview
2. Tour de Force Global Search
3. Procedures to Perform a Global Search
4. Procedures to Perform Alternate Global Search
5. Procedures to Access TDF Account Form in Global Search
6. Procedures to Access TDF Contact Form in Global Search
7. Procedures to Create Tour de Force Items in Global Search
8. Procedures to View Tour de Force Items in Global Search
9. Procedures to Associate a Template in Global Search
10. Header Control
11. Quick Interaction: Lessons Learned

Chapter 3 : WORKING WITH ACCOUNTS

1. This section will help you:
2. Overview
3. Managing Accounts and Contacts
4. TDF Account Screen
5. Account Tab
6. Profile Tab
7. Industry / Customer Tab
8. Sales Data Tab
9. Registration Tab
10. Creating a New Account
11. Quick Interaction: Lessons Learned

Chapter 4: WORKING WITH CONTACTS

1. This section will help you:
2. Overview
3. TDF Contact Screen
4. General Tab
5. Registration Tab
6. Details Tab
7. Certificates Tab
8. All Fields Tab
9. Creating a New Contact
10. Quick Interaction: Lessons Learned

Chapter 5: WORKING WITH OPPORTUNITIES

1. This section will help you:
2. Overview
3. Managing Opportunities
4. TDF Opportunity Screen
5. General Tab
6. Quotes Tab
7. Procedures to Create a New Quote
8. Procedures to Revise a Quote
9. Procedures to Delete a Quote
10. Procedures to Close a Quote
11. Creating a New Opportunity for an Account
12. Viewing Opportunity Items and Linked Items
13. Linking Contacts to an Existing Opportunity Item
14. Deleting Opportunities Associated with an Account
15. Opportunity Manager
16. Accessing the Opportunity Manager
17. Using the Opportunity Manager
18. Quick Interaction: Lessons Learned