08 Sep 2010
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Team tab description
Team tab description
Article
The Team tab-
The team tab allows you to easily manage people you have
made contact with through Open Road, and manage those users that you have
linked to your account.
Contacts-
The contacts section is
where you can add all of the contacts that you wish to have in your
system. These could be associates, or, anyone that you feel it would be
convenient to have their information within your Open Road system. Once
on your contact list you can add new ones, delete old ones, or email them
straight from your Open Road account.
Documents-
The documents section is
where you can hold all of the documents you have uploaded into Open Road.
Once in the documents section you can upload new documents, rename the
documents, and even fax them!
Calendar-
The calendar section allows
you to upload specific appointments or reminders. These appointments will
then show up on your Open Road homepage once the time has arrived.
Tasks-
The tasks section allows
you to add new tasks that you need to be completed. Anything that you
need to have done can be edited including the due date, and a description
of the task. You can even assign these tasks to specific users on your
account. These tasks will also appear on your Open Road homepage or on
the homepage of your designated user that has been assigned the task.
Powerlinking-
As explained earlier, the
powerlinking application allows you to link other users to your account.
With the administrator tab, you decide what each user sees. With your
Open Road subscription you are allotted a specific number of users, those
users can then be broken up to either full access or limited access and
can be switched at anytime; simply email us at
suppor@realeflow.com
or call us Monday through Friday 830 A.M.- 530
P.M.
Internal
Messaging –
This
feature allows you to send and receive messages between the users on your
account. Allowing for quick responses and even quicker productivity.
Article Details
Article ID:
61
Created On:
16 Jul 2010 3:44 PM
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