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The Pocket PC Help documentation is organized into sections:
Getting Started - Short, time saving sections that will help the first time user get started. Additionally, if you are an existing user of Version 4, you should carefully read the section 'Converting from Version 4' before opening any existing pipelines.
{linkN - Provides how-to-use-this-in-my-job guidance. }Standard Template - Provides information about the data elements on the standard template
Reference Guide - Look up information on any menu choice or action.
Screen Images
The documentation for the Desktop Sales Manager and Pocket Sales Manager products are based upon an imaginary business called Rhythm and Blues Services. It is a mythical organization that provides all manner of services and products to the professional touring musician & their entourage - everything from leasing buses and planes, managing travel arrangements, selling equipment, etc. It has two sales regions in the USA. The Western Area's sales executive is Ray Charles. The Eastern Area's sales executive is Wilson Pickett. Both sales executives report weekly to the company's COO John Lee Hooker - a respected figure in the industry.
Example Pipelines
Several example sales pipelines are used in the tutorials. One or more of these files are installed on your system when the program is installed. To make this file accessible, use the File Explorer program to copy it from the My Device/Program Files/SoftwareOnSailboats directory to the My Device/My Documents/Business directory
Western Area.xml
Sales pipeline for the Western Area sales executive Ray Charles.
Eastern Area.xml
Sales pipeline for the Eastern Area sales executive Wilson Pickett.
Music Association Leads West.xml
A list of the leads provided by the Rhythm & Blues marketing group that are from the recent Music Association conference.
These tutorial pipelines are all built using the default standardv5 template which is the program default. You may wish to make backup copies of the example pipeline files - they will be used in several tutorials.