A few basic concepts...

There are a few concepts that will help you get started faster and get better use from the software...

Pipeline: A personal computer file that holds your sales information - deals and contacts. You might think of this like a spreadsheet file.
@Cloud: A free Internet repository for your sales information that is provided by Software On Sailboats.
My@Cloud: A collection of webpages on this site for managing @Cloud pipelines.
Deals: A potential business transaction.
Deals List: The list of Deals on the Deals tab
Contact: The information about a person, prospect, or customer.
Contacts List: The list of Contacts on the Contacts tab
Templates: a file that customizes the fields and columns of Desktop Sales Office or Mobile Sales Office
Campaigns: a file that contains scripts and end-of-call outcomes, used in Desktop Sales Office by sales professionals to assist with outbound calling efforts

Templates and campaigns are created and customized via Sales Office Administrator - a editor from Software On Sailboats.

Deals, contacts, appointments, and tasks can be linked to deals, contacts, appointments, tasks, web pages, and documents...

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