Manage 'arewedoing

Access to the Administrator area
To access the 'arewedoing  administrator area, click on the gear located on the top bar where a drop down menu will give you the option to select “mana...
Sab, 7 Mar, 2015 a 10:55 A. M.
User Permissions
From the User Permissions tab the ' arewedoing settings can be accessed, you can decide which applications users can access as well as to which sub-or...
Sab, 7 Mar, 2015 a 10:55 A. M.
'Arewedoing Users
From the User Management tab we can manage which users may access the application and see licenses available in order to enlist more users into the applic...
Sab, 7 Mar, 2015 a 10:55 A. M.
Sub-Organizations
When it is necessary that a user can only have access to part of the accounts database, you can use organizations. From sub organizations different separa...
Sab, 7 Mar, 2015 a 10:56 A. M.
Objectives
In 'arewedoing  sales goals can be set for each user. The first time the account is accessed, your company’s goals can be set and you can select whethe...
Vie, 20 Feb, 2015 a 1:17 P. M.
Fields and Values
'Arewedoing has default fields for contacts and accounts that are used throughout the application. In Contacts for example, each contact has a number ...
Sab, 7 Mar, 2015 a 10:56 A. M.
Email Templates
In order to send information to clients or launch email campaigns, a series of templates can be created so that they are available to ' arewedoing use...
Sab, 7 Mar, 2015 a 10:57 A. M.
Dashboard
One section of 'arewedoing is the Dashboard, where we can graphically see the various data that users enter in order to evaluate in real time the prog...
Vie, 20 Feb, 2015 a 1:18 P. M.
Billing Data
Billing information will be entered in this section. If you've started a Trial remember to fill in this data within 15 days in order to continue to en...
Vie, 20 Feb, 2015 a 1:17 P. M.
Importing your data
From the Import Data menu, you can access options for uploading files to register data massively within the application.   IMPORTANT: Before proceedi...
Sab, 7 Mar, 2015 a 10:58 A. M.