Articles
Implementations - How To Book Resource Time (Legacy\Outdated)
This guide steps through the process of booking a resources time in SalesForce. With the Project Plan complete, the Project Manager will assign dates, roles and other details to each task in the project. Step 1: Locate the Project in SalesForce Fi...
Implementations - How To Complete Project in Sales Force
This guide explains how to complete and close a project in SalesForce after completing project tasks and receiving a signed copy of the Project Sign-Off from the customer (if applicable). Step 1: Verify Project/Data Sign-off is Attached to Project ...
Implementations - How to Create a Training Request (Legacy)
Introduction This document will outline the required steps to correctly create a training request for the appropriate Bold Product. AlarmBiller Rotating Trainings Step 1: Locate the Training Document with Training dates Kaitlyn has pre-assig...
Implementations - How To Implement a Custom Development Project
This guide will explain the necessary steps for implementing a Custom Development Project. A Custom Development Project will begin with sales and have stakeholders from both the Development and Implementation teams. Together, these teams will comple...