Cobault is pleased to offer several video tutorials to help users getting started with Account Manager. We will cover several modules and tasks and offer each tutorial in one of 2 styles, either as a popup window or in a seperate HTML window. The actual demo is the same in either case.

Each video comes with VCR style controls so you can view at your own pace.

Team Server Videos

Full collaborative environment
Up and running in 10 mins

Go to Videos

 
Title of Demo Slides Duration File Size Popup Window Browser Page
Getting Started
First Steps - an overview of the main interface 18 53s 451kB
Quick Tips - tips for rapid data entry 12 43s 331kB
Accounts
Create a New Account and search for an existing account. Shows basic operations for adding records and searching through records. 13 48s 379kB
Add general notes to an Account - See Contacts below.          
Contacts
Add general notes to an Account or Contact using the Notepad feature. 8 27s 215kB
Actions
Create a Todo for an Account without Contacts, for example to request a cold call to an account before you have any contact details. 20 36s 517kB
Team Server Setup
This group of 3 videos shows how to set up the complete client-server tool set for Account Manager Team Server Edition. As you can see from the timings of the walk-throughs, a complete installation typically takes less than 10 minutes!
Admininstrator Initialize - This takes you through the first phase of installing the Server Administration tool. 10 23s 255kB
Admininstrator Setup - This takes you through the second phase of configuring the Server databases with your user details. 79 2min 29s 1769kB
Client Setup - This takes you through configuring the Account Manager client to connect to a server the first time. 14 47s 388kB
 

Account Manager is fully scaleable. All the modules come together to build a complete sales methodology that is centred on identifying the compelling event within the sales cycle, and what needs to happen by when.
Modules
    
ACCOUNT HISTORY E-NEWS PROJECTS
ACTIONS FORECASTING QUOTATIONS
CONTACT DATABASE MAIL MERGE REPORT WRITER
DIARY OPPORTUNITIES SALES HISTORY
DOCUMENTS PRICE LIST SALES MEETING
SALES PLAN SMALL PROJECTS VISIT REPORTS