General
Rules
A Rule is an automatic process that says “When X thing happens in G5, Y action will automatically be performed.”Best Practices
The Contacts Workspace
Documents and Printing
Activities and Activity Plans
Schedule Workspace
Emailing
Categories and Custom Fields
Two types of keywords used to provide a lot of information about a Contact at a glance.Campaigns
You need to understand how to use the Document Manager, Tasks, Schedule Items, Activity Plans, Opportunities, Printing Documents, and Sending Emails in order to use all the features G5’s campaigns have to offer.Relationship Mapping
Reports
Service Level Manager
Configuring Gorilla
Application Issues and Error Messages
Service Requests
Opportunities
Internal Articles
Worksheets
Home Workspace
Financial Accounts
Converse