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Documentation: Desktop Sales Manager User's Guide   Pocket Sales Manage User's Guide    Template Manager User's Guide

Printable documentation for Desktop Sales Manager (PDF) Deskeop Sales Manager PDF User's Guide   Pocket Sales Manager (PDF) Pocket Sales Manager PDF User's Guide  Template Manager (PDF)

Configure and Customize

Learn essential first steps (3:07)

Navigation

Learn about the Office 2007 style user interface (2:08)

First Deal

Enter the basics of your first deal (1:23)

Advanced Deal Information

Enter the basics of your first deal (1:23)

Examples / Tutorials

See how to use the tutorials to learn more and learn faster. (1:12)

Using Outlook Contacts

Use Outlook contacts with the grief of importing, exporting, or synchronizing (0:45)

Interactive Reporting

Reports can be a powerful tool for selling smart (1:08)

Sharing Reports

Keep peers, managers, and executives informed with 40+ reports that can be shared with anyone (1:25)

Managing Your Sales Calendar

Your Outlook calendar is shared with Desktop Sales Manager - along with your sales milestones and sales deals (1:05)

Sales appointments

New! You can automatically track every appointment (and more) that is linked to any deal (1:00)

Preview: Desktop Word Manager 2007

New! Get integrated word processing for powerful mail merge capability. Headers/footers, tables, images, labels and more. (2:15) 

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