1
Starting point - Open the Application and Click on the + Sign to add an account
ISI Walkthrough
This guide will walk you through the step-by-step process of accurately filling out a multi-field form, ensuring all necessary information is entered correctly.
2
The Account Quick Create form Opens
3
Enter text in Account Name
4
Enter text in Provide a telephone number
5
To Add A New Contact Click on the Magnifying Glass and in the bottom Left Click New
6
The Quick create form will Open to add a Contact
7
Enter text in First Name
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Enter text in Last Name
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Enter text in Job Title
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Enter text in Provide an email
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Enter text in Provide a telephone number
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Enter text in Description
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Click on 'Save and Close'
14
The Contact form will Close and You can continue to add account information
15
Enter text in Provide a number
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Enter text in Provide a number
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Click on 'Save and Close'
18
Click on the View Record Pop Up to Open the Account Record
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Click on 'Trip Report'
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Quick Create Form Opens to add a Trip Report
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Enter text in Subject
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Add Reqiored Attemdees
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Click on 'Korissa Dodson'
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Click on 'Participants'
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Add Companies or Contacts
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Add Report Date
27
Add Start Date and Time and End Date and Time
28
Select One or More Industry Options
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Click on 'Basic InformationSubject*Requi'
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Click on input
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Enter text in Destination(s)
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Enter text in Destination(s)
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Click on input
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Enter text in Flights
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Enter text in Hotels
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Click on 'Save and Close'
37
Open Trip Report from time Line
38
Open the Trip Report from the Time Line
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Click on 'Enter a note...'
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Enter text in Title
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Click on 'Add note and close'
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Click on Add Discussion Topic from Grid
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Enter text in Name
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Select an Existing Topic Or add A New Topic
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Selected Topic
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Add Topic Details
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Add Key Take Aways
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Save And Close
49
Add New Capability Brief
50
Name the Capability Brief
51
Add Brief Sent Date
52
Save and Close the Capability Brief Record
53
Add Response Date to Record
