Contents
 eSalesTrack Help Menu
    User
       Getting Started
          New User Guide
          Default Modules
          Contact Manager Template
          Business to Consumer Template
          Business to Business Template
          CRM Lite Template
          CRM Product Manager Template
          CRM Template
          Tools
          My Information
             Personal Preferences
                Change Password
                Edit Information
          Home Page
             Creating Dashboards
                Creating Widgets
                   Appointment
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                   Links List
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                   MiniReport
                Publish Dashboard
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             Search
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                Team
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                Recycle Bin
       Modules
          Types of Modules
          eView
             Editing Records in eView
             Search eView A-Z
       Data
          Reports
             Creating Reports
             Report Manager
             Edit a Report
             Copy a Report
             Clone a Report
             Publish a Report
             Subscribe to a Report
             Delete a Report
          Creating New Data
             Creating Records
                Primary Records
             Editing Records
             Cloning Records
             Collapse Sections
          Views
             What is a view
             Creating a View
             Searching for Records
             Creating Reports from a View
             Creating a View to Show all Records
             Manage Views
                Clone Views
                Copy Views
                Publish Views
                Subscribe to Views
             View Groups
                Editing View Groups
          Manage Data
             Deleting Records
             Recycle Bin
             Activate Records
             Inactive Records
                Activate Records from the Recycle Bin
                Activate Records from the Profile Page
                Inactive Records View
             Permanently Delete Records
             Exporting
             Importing
                Formatting an Excel Spreadsheet for importing
                Import Troubleshooting
                Import Log
       Activity
          Task
             Creating a Task
          Calendar
             Request Additional Calendars
             Sharing Calendar
          Appointments
             Creating Appointments
             Recurring Appointments
       Email and Marketing
          Templates
             Creating Document Templates
             Using Document Templates
             Creating Email Tempaltes
             Using Email Templates
             Image Gallery
             Click-Through Links
             Word Plugin
          Automation
             Add Notification
             Manage Notifications
          Email
             Email Settings
                SMTP
                Setting Up Your E-mail in Microsoft Outlook - POP 
                Setting Up Your E-mail in Microsoft Outlook - IMAP 
             Mass Email
                Mass Email Queue
             Sending Emails
             Creating Email Campaigns
             Outlook Plug-in
             Outlook Plug-in Troubleshooting
       Training
          Free Daily Training Webinars
          eSalesTrack Advanced Customer Services
       Mobile
          Additional Tabs
          Adding Tasks
          Editing Records
          Finding Records
          Adding Appointments
    Administrator
       Modules
          Add Module
             Normal Module
             URL Module
             Delete Module
             Stacked View
                Sales Funnel
             View Only Module
          Field Creator
             eFormula
                Creating an eFormula Field
                Formula - Date
                Formula - Text
                Formula - Currency and Numeric
                Formula - Converting
             Creating Fields
                Picture Fields
             Editing Feilds
             Field Creator
          Unassigned Records
          Form Manager
             Layouts
                Creating New Layouts
                Assigning Layouts
                Multi-page Layouts
                   Multi-page Layouts
                   Linear Layout
             Putting Fields on Form
                Adding One to One Fields
                Adding Parent Fields
             Key Fields
             Sections
             Form Objects
             Additional Tabs
                Activities Tab
                Content Tab
                Email Tab
                Notes Tab
                Team Member Tab
                Deleting Tabs
          Mapping
             Add Mapping
          Portal and Web Forms
             Create a Web Form
             Manage Web Fomrs
             Hidden Fields
          Relationships
             View Relationships
          Mobile
             Mobile Layouts
             Mobile Settings
       My Company Profile
          Company Profile
          Locations
       Display and Themes
          Change Header
          Change Colors
       Company Information
          Subscriptions
             Manage Subscriptions
             Delete Subscription
             Subscriptions
          Users
             Creating Roles
             Sharing Records
             Assigning Roles
             Add User
             Groups
             Reassigning Records
             Manage Users
             Inactivate User
    Videos
 Welcome


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eSalesTrack Advanced Customer Services

eSalesTrack offers some premium support options. These are just a few things that eSalesTrack can help your company create. If you are interested please send us an email at training@esalestrack.com.

Marketing Assistance

E-Mail Templates - Need to do some email marketing? Or maybe you just need an email template for a monthly newsletter. Let eSalesTrack create stylish email templates for you.

E-Mail Training and Set Up - Not sure the best way to create an E-Mail list? We can help you create a E-Mail strategy that makes E-Mailing prospects quick and easy!

Marketing ROI - Not sure how effective you're marketing is? Let us build a tracking module to show you exactly how much revenue is generated from your campaigns.

Invoices and Proposals - Why waste time creating proposals and invoices for every sales opportunity? Spend your time selling and let eSalesTrack create your sales documents. We can create templates that can quickly be created from information you are already capturing in your eSalesTrack account.

Fill Your Pipeline - Not getting enough leads? Let eSalesTrack create web pages for your website that you can capture leads from. The leads are automatically added to your eSalesTrack account.

Tracking Information

Data Tracking - Did you know that eSalesTrack can keep track of more than just customer data? Let us build modules to keep track of whatever information is important to you; expense reports, customer support issues, vendors, events, products, employees, office equipment, billing, customer purchases, and more! Whatever information you have we can organize it for you.

Sales Rep Activity - Wouldn’t you like to know what your reps are doing on a daily basis? We can build a system to keep track of; notes logged, calls made, CRM login rates, emails sent, sales meetings, invoices created, proposals sent, deals closed, commission earned, and more!

CRM Clean Up

Record De-Duplication - After using a CRM for a while you can collect some duplicate records. This can make your data inaccurate and inconsistent. Let eSalesTrack clean and consolidate your information.

Data Restore - Did you delete information that you needed? eSalesTrack can restore any records, fields, users, reports, or modules that you have deleted.

Field Clean Up - Are the fields in your account that you are not using? Here at eSalesTrack we like to keep things simple. If you are the same way then let an eSalesTrack professional analyze your account and tell you what fields are not being used. This way we can take away unnecessary steps in your sales process that can save you time and make your sales life easier. We can also help you reformat your forms so you can get to the important information quicker.

Importing - Do you have data in an external application or spreadsheet? Let eSalesTrack move the information into your CRM.

CRM Enhancement

Reports - Is there information that you would like to have readily available to you? Let us create reports that will allow you to have that information at your fingertips.

Notifications - Want to be reminded when a contract is about to expire? Or if a customer issue has not been taken care of? Let us set up notifications for you so you can keep focused on selling.

CRM Rebuild - Your business and sales process is constantly changing and improving, your CRM should as well. eSalesTrack can help you reevaluate your CRM needs and make necessary updates to your system.

Dashboard Summary - The dashboard can give you a summary of the most important information in your account. You can even create graphs to help visualize your sales efforts. Just let us know what information would be most useful to you and we make it available right on your home page.

Visibility - The ability to share records, documents, emails, templates, and reports between users can be very helpful to the sales process.

Training

Admin Training - Want to know how eSalesTrack works under the hood? Let us give you some admin training and show you exactly how to customize eSalesTrack for your needs.

User Training - If you are adding new users or maybe they just need a refresh course, let us handle the training. We offer one-on-one training customized to your eSalesTrack system.

New Feature Training - eSalesTrack releases new features and enhancements every month. eSalesTrack offers training courses to go over all new features that have been added each month.

Reseller Training - Are you interested in reselling eSalesTrack? Get familiar with eSalesTrack with a personalized training session, we can also offer you tips on selling eSalesTrack.