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Getting Started

Tools

There are three icons in the top left corner of your eSalesTrack account.  These icon contain three different tools.  There is a link to the training website, the admin toolbox, and also the logout button.

HELP		This directs you to the "Help Menu" where you can look up how to accomplish any specific task. This will guide you through a pictorial on how to accomplish each task.
TOOLBOX		The toolbox home page contains tools for customizing the eSalesTrack application. This page provides access points to personal preferences, general administration, sharing, display and themes, downloads, modules, email, portal and web forms, users, subscriptions, templates, automation, company profile, and to manage data.
LOGOUT		This icon will log you out of the system. We recommend you logout of the system whenever you are not in front of your computer. Your information could be edited by another person who would use that computer if you are still logged in. As another precaution, your eSalesTrack session will end if there is no interaction for 20 minutes.

Toolbox

The toolbox is where you can find the tools to edit your eSalesTrack account.

PERSONAL PREFERENCES		The Personal Preferences tool is used to change passwords, edit information, edit pictures, and import data.
EMAIL		The Emails landing page includes a summary of your current emails and quick links to accomplish your most common tasks quickly and easily.
PORTAL AND WEB FORMS		The Portal and Web Forms section is used to add and manage web forms.
USERS		The Users section is used to add and manage users. This includes setting roles and defining groups, permissions, territories, and subscriptions.
DOWNLOADS		The Downloads tool is used when accessing the Outlook and Excel plug-ins.
MODULES		The Module tool is used to add modules, create fields, manage forms, create system forms, edit relationships, create permissions, edit mapping, edit unassigned records, change field themes, and maintain libraries.
AUTOMATION		The Automation tool is used to add and manage notifications.
MY COMPANY PROFILE		My Company Profile tool is used to create and edit the company profile and locations.
MANAGE DATA		The Manage Data section is used to import, update, export, and delete data. It is also possible to reassign records, transfer data and edit the data API.
SUBSCRIPTIONS		The Subscriptions page is where you can edit your billing information and also delete unused subscription seats.
TEMPLATES		The Templates section is used to create and edit document templates, email templates, and the image gallery.
SHARING		The Sharing section is used to assume users, set calendar sharing, and edit module sharing.
DISPLAY AND THEMES		The Display and Themes tool is used to change colors, headers and form field themes.

See also