Arcadium Help Documents

Arcadium Self Help Documents

ARCADIUM DEFINITIONS AND GUIDELINES
% (Wildcard): Used in Searches to pull more information. Use before a word in order to gather information prior to the word you entered. Use after the wo...
Tue, 20 Aug, 2024 at 11:08 AM
ASSIGNING AN ACTIVITY aka CALL REPORT
Make sure the status is set to “To Do,” and find the “Assigned To” field. Use the three dots to the right to select the individual you want to Assign ...
Tue, 20 Aug, 2024 at 11:08 AM
CREATING AN ACTION/ACTIVITY aka CALL REPORT
If there IS information already available in Arcadium, you will use a CALL REPORT or Activity to create an Action for yourself or assign to another in...
Tue, 20 Aug, 2024 at 11:08 AM
HOW TO CREATE A LEAD
A Lead is only to be used when there is no previous information available on a customer, and we are looking to start business with them. Use the Globa...
Tue, 20 Aug, 2024 at 11:09 AM
HOW TO ENTER ACTIONS/ACTIVITIES
A Lead is only to be used when there is no previous information available on a customer, and we are looking to start business with them. Use the Globa...
Tue, 20 Aug, 2024 at 11:09 AM
HOW TO SEARCH
To complete a general search of Arcadium, use the Global Search Function in the upper right corner. Use the % (wildcard) symbol before AND after your sea...
Tue, 20 Aug, 2024 at 11:10 AM
HOW TO UPDATE THE LEAD
If you are the recipient of the Lead, you must pull open the Lead assigned. If the Lead is already assigned to you, it should appear in your Sales Acc...
Tue, 20 Aug, 2024 at 11:10 AM
PROMOTING A LEAD
When you are ready to bring your Lead to a Prospect Level, you have to initially find the lead. If the Lead is already assigned to you, it should ...
Tue, 20 Aug, 2024 at 11:11 AM
REJECTING A LEAD
When you are ready to bring your Lead to a Prospect Level, you have to initially find the lead. If the Lead is already assigned to you, it should ...
Tue, 20 Aug, 2024 at 11:11 AM
HOW TO MERGE ACCOUNTS
Navigate to the Customer Chapter, and clear your page by double clicking Search Mode (F7) Once cleared, enter the name of the business that is a...
Wed, 16 Apr, 2025 at 4:57 PM