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Instructions
 SalesOutlook Web Access is an extension
to Microsoft's Outlook Web Access that enables OWA users
to share and collaborate on customer-related information
and interactions. As you will see, it is very,
very easy to use.
Just login to OWA as you normally would
and then click either the SalesOutlook folder in the
folder list or the SalesOutlook icon on the shortcut bar
to display the main SalesOutlook Web Access search
window. Detailed instructions are provided below,
so be sure to read the information provided on this page
before logging into OWA.
Logging Into OWA
When you click the link to open Outlook
Web Access, you will be prompted to enter a user name
and password. The user must be a valid user of the
Windows Domain the Exchange Server hosting the OWA
session is a member of. To access the demo, please
use the following login information:
User Name:
SalesOutlookInc\demo
Password:
salesoutlook
Demo Url: SalesOutlook
WebDemo
You must accept the certificate when
prompted in order to establish a secure connection to
the server. You will not be allowed to login
unless you do so.
After Logging Into OWA
When you have successfully logged into
OWA, you will see the 2003 version of OWA that ships
with Exchange Server 2003. SalesOutlook Web Access
runs on either Exchange 2000 SP3 or Exchange 2003 SP1,
and it requires Internet Explorer 6 or later.
Depending on how the last user left the
OWA session, either the Shortcut bar or the Folder List
will be displayed. To use SalesOutlook Web Access
click on the Folder List button on the left hand
navigation pane and then click the SalesOutlook folder
that appears in the demo user's mailbox. You can
also click the SalesOutlook button on the OWA shortcut
bar to display the main SalesOutlook Web Access Desktop.
Using SalesOutlook Web
Access
SalesOutlook is an account-oriented
system, so all information is organized around the
Account Profile object. An Account Profile is
often analogous to a Company or Organization, but an
Account Profile could also be a household of
individuals, a branch office of a larger organization,
or a not for profit or governmental entity.
Each Account Profile may have one or more
Locations (Parent Account / Child Account relationship)
and each Account Profile may have one or more Account
Contacts related to it. Other items, like
free-form Notes, relate back to the Account (required)
and/or the Account Contact (optional) the item pertains
to.
Therefore, when viewing an Account
Contact you see the information that specifically
relates to that contact, but when viewing the Account
the contact is associated to you see all information
relating to that Account -- including the information
that relates to other contacts within that Account.
This makes it very easy to see the big picture of what
is going on with that relationship today and the overall
history of interactions involving that relationship.
The main Account Profiles search window
displays the current user and offers several tools to
help you locate the relationship you want to work with.
You can use the Search and Show buttons to locate
existing records, or you can use the Add New button to
create a new Account Profile. Remember, in systems
powered by SalesOutlook every relationship is based on
an Account Profile record.
Finding / Creating Accounts
To begin, use the Add New button (shown
below) to create a new Account Profile. You can
also use the Search button to find existing Account
Profile or Account Contact records by name, and you can
use the Show button to display a filtered list of
Accounts using pre-defined filters and views. To
display an existing record, simply double-click it in
the result list.
Figure 1 - SalesOutlook Web Access
Desktop - Add New Button Highlighted
Working With Accounts
When the Account form opens, you will see
a screen that looks similar to the one below.
Figure 2 - SalesOutlook Web Access
- Save / Post New Account Profile
Just enter the information to define the
Account and then click the Save button to post it to the
database. Refresh the view on the SalesOutlook Web
Access Desktop, search for "Demonstration" (without the
quotes) or use the "Show My Parent Accounts" filter and
you will see your newly created Account in the result
list. Double-click it to open it so you can work
with that Account Profile to add new Account Locations,
Contacts, Notes and other information that define the
relationship.
Adding New Locations to
an Account
To add one or more locations to an
Account, start by opening the Account Profile record
that the new Account Location will be associated with.
The Account Profile you open is considered by
SalesOutlook Web Access to be a "Parent" account and the
location is a "Child" account, or Account Location, of
that Parent Account.
Keep in mind that any Account Profile may
have one or more Account Location (child) items related
to it and each of those locations may yet be the Parent
of additional child Location records. This enables
SalesOutlook to effectively model the true structure of
the relationship: Headquarters, Divisions, Regions,
Branches and etc. with the proper contacts and
interactions associated with each level of the overall
relationship.
To add a new location to the Account
Profile you display, locate the selection list half way
down on the Account form just to the left of center.
Select the Account Location option in the list and then
click the Add New button to create a new Account
Location that is a child of the current Account Profile
as shown below.
Figure 3 - Account Profile - Adding
New Account Location
When you click the Add New button with
the Acct Locations option selected, you will be
presented with the New Account form and the new Account
will automatically be related to the Parent Account you
were viewing when you created the New Account Location.
Complete the pertinent information and then click the
Save button to post the item to the database and close
the new Account Location form.
Working With Contacts,
Notes and etc.
Adding Contacts, Notes and other items
all work using the same general metaphor. You open
the item you want to work with, you select the related
type of item in the drop down to show them in the lower
half of the form and you use the Add New button to
create new items of that type related to the current
item. It's that simple! There are also nice
to have features that enable you to view the related
items in different layouts and formats.
We're not going to take all the fun out
of "exploring" the SalesOutlook Web Access demo by
telling you what to click on each step of the way.
Where's the fun in that? Go ahead and explore.
Have fun!
We think you will agree that SalesOutlook
Web Access is so intuitive and easy to use that you will
figure things out as you go. If that's not the
case and you need some help or would like to purchase
SalesOutlook Web Access, just
contact us and we will be glad to assist you.
Enjoy the SalesOutlook Web Access demo,
and let us know what you think!
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