General Updates
- Please disable all pop-up blocking software. This will help ensure that InterAction
runs as expected. If you receive the message "Pop-up blocked. To see this
pop-up or additional options, click here... " please click the information bar and
select "Allow Pop-ups for this Site." For more information, click here.
- Accessing the Forecast view may cause InterAction to hang and result in your browser
locking up. To prevent this from happening, install Adobe's SVG plug-in.
Click here to download. Be sure to click the "Run" button when prompted.
Training Materials
User Manuals
These guides provide procedures and conceptual information for using the InterAction
Web Client in general and in relation to InterAction Opportunities.
Using the Web Client Guide
Quick Reference Cards
You can print and distribute these quick references.
Web Client Quick Reference Sheet
Training NetCasts
Overview
Learn how to use InterAction more effectively during these one hour Web-based
sessions. Follow along on your own computer as one of our accredited instructors
reviews a particular topic. The sessions below have been recorded, so you
can take the class whenever you want. Just click a link below to get started!
(Note: You will need to have the Webex Player installed on your computer to view
the NetCasts below. Click the button at the bottom of page to download.)
Managing Your InterAction Contacts
Includes how to contribute contacts to the firm list from Outlook, categorizing your contacts, filtering and searching, merging your contacts, adding new contacts through Outlook, and applying updates.
Includes how to easily update and review deals and opportunities, navigation shortcuts, and a recorded question and answer session on how to input and manage your Outlook contacts.Register for our next class and participate live! Click here to view the schedule.
