Web Training Table of Contents
Table of Contents for Articles for the Web interface to MRSware. Start here to get an in-order list of training materials, or browse below for a selection of most recent and updated topics.
This ToC is for the Web interface Lessons. For the Desktop interface Lessons, see this article.
Lessons
MRSware CRM - Lesson 1 - Getting Started
If this is the first time you are accessing MRSweb, you will need to sign up for a MRSweb account.
MRSweb - Lesson 3 - Home Page
You've set up your account, logged in, and are looking at your Home page. (see screenshot below)
MRSweb - Lesson 4 - Contacts
MRSweb Contacts, on the Menu bar, contains the companies and individuals with whom you interact. This is the heart of the CRM system. Virtually all information is associated with and linked to Companies and Individuals. Contacts contains information on businesses, organizations, and the individuals that work for these businesses and organizations, as we…
MRSweb - Lesson 6 - Sales Reps
Sales Reps can be found in the Contacts Menu. Sales Reps is the control center for the sales force; where the sales entities are created, enabled, and disabled. Sales Reps may contain sales entities such as Sales Reps, Territories, and/or Agency.
8 - Appointments
8.1 - Edit Appointment
8.2 - Create a New Appointment
8.3 - Sidebar
8.4 - Tabs, Categories
8.5 - Sort, Filter
8.6 - Reports
9 - Journals
9.1 - Edit Journal
9.2 - Create a New Journal
9.3 - Sidebar
9.4 - Tabs, Categories
9.5 - Sort, Filter
MRSweb - Lesson 10 - Tasks
MRSweb Activity contains Appointments, Journals, and Tasks which are all part of the greater Activity Tracking system in MRSweb. While each has its own niche, they do overlap in some aspects.
11 - Projects
11.1 - Edit Project
11.2 - Create a New Project
11.3 - Sidebar
11.4 - Tabs, Categories
11.5 - Sort, Filter
11.6 - Reports
MRSweb - Lesson 12 - Orders
MRSweb Sales contains your entire sales flow process, from lead to commission payment. While each stage in
12.3 - Sidebar
13 - Invoices
MRSweb - Lesson 15 - Product Catalog
MRSweb Sales contains your entire sales flow process, from lead to commission payment. While each stage in
MRSweb - Lesson 16 - Imports
Importing information into MRSware has always been available, whether it was sales and commission reports or a lead list from a manufacturer. Now, with MRSweb, you have the ability to do multi-stage imports.