Vine CRM

Welcome to Vine

• Welcome to Vine
• Introducing Vine CRM System
• Introducing Vine desktop and Web clients
• What is Vine Web all about?

Quick Start

• Vine Desktop Overview
• Vine Objects & Connections
• Before Starting Vine Web
• Before Starting Vine
• Running Vine desktop client the First Time
• Tools

Using Vine

Using Objects

Using Tools

• Menus and Toolbars
• History Panel
• Status Panel
• Home
• Selection Tool

Generic Tools

Sales Tools

Marketing Tools

• About Marketing Today
• About Vine Marketing

Management Tools

Services Tools

• Send Email Tool

Vine Document Management

• Overview
• Creating Documents
• Viewing Documents
• Editing Documents
• Uploading Documents
• Viewing Old Versions

Vine Mail Merge

• Overview
• Creating Mail Merge Documents

Vine Koulutuspalvelu Help

Appendix

• Vine Reminder
• Local Database and Server Synchronization
• Vine Keyboard Shortcuts