Category Archives: On2Biz Tutorials and Howto

How to: Add note

Notes are general updates on opportunity. Notes can be created by executives and by system itself. To create a new note you should be on the project page for which you want to add a note. For searching project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project […]

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How to: Update appointment

After the appointment is completed you update appointment created in On2Biz. This can be done in simple 2 steps. 1. List all appointments. 2. Update appointment. Step 1: List all appointments pending. To list all appointments pending click on “Scheduled Appointments” and you will get a list of all the appointments pending. Following is the […]

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How to: Create Task

How to: Create Task To create a new appointment you should be on the project page for which you want to create a Task. For searching project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project link to open project. Click on Activities link from Quick Navigation Link. […]

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How to: Update task

After the task is completed you update task created in On2Biz. This can be done in simple 2 steps. 1. List all tasks. 2. Update task. Step 1: List all Pending Tasks. To list all Pending Tasks click on “Pending Tasks” and you will get a list of all the tasks pending. Following is the […]

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How to: Create appointment

To create a new appointment you need to be on the project / company page for which you are planning. To search for a project follow Step 1 of tutorial How to: Update project / opportunity’s milestone and click on Project link to open project. Click on Activities link from Quick Navigation Link. You will […]

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How to: Update project / opportunity milestone

How to: Update project / opportunity milestone You need to perform 2 steps to update a project / opportunity milestone. Search for project / opportunity. Open and Update. Step 1: Search for project / Opportunity. A Global Search facility is available through out On2Biz which can be used to search any object in On2Biz e.g. […]

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How To: Add a new sales opportunity

How To: Add a new sales opportunity This tutorial steps through creation of a new sales opportunity in On2Biz. It assumes that you have an On2Biz account and know how to login to your account. Step 1: Select the Workspace Tab in On2Biz Step 2: In the workspace menu on the right, select the sales […]

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