Download Partners User Guide - Partner Relationship Management Software

PRMDeals User’s Manual
August 2013
Table of Contents
Introduction ...............................................................................................................1
Logging into the System.................................................................................................. 2
Profile.........................................................................................................................4
Edit Profile............................................................................................................................... 4
Change Password .................................................................................................................... 4
Documents .................................................................................................................4
Documents Dashboard ........................................................................................................... 5
Documents Categories ...............................................................................................5
Documents Search .....................................................................................................5
Add Document ...........................................................................................................6
Document Approval ...................................................................................................6
Video Files .................................................................................................................7
Download Files ..........................................................................................................7
PRMDeals Dashboard .................................................................................................7
Deals................................................................................................................................ 8
Add Deal.................................................................................................................................. 8
Edit a Deal ............................................................................................................................. 10
Adding More Contacts..............................................................................................10
Deal Notes ...............................................................................................................11
View Notes ..............................................................................................................11
Accounts ........................................................................................................................ 11
Edit Account ............................................................................................................12
Account Contacts .....................................................................................................12
Reports .......................................................................................................................... 13
User Reports ............................................................................................................13
Report Summary ......................................................................................................14
Report Details – Easy Visuals ....................................................................................14
Export to Excel .........................................................................................................15
Support .................................................................................................................... 15
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