08 Sep 2010 
Support Center » Knowledgebase » Team tab description
 Team tab description
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  1. 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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