Getting Started

Understanding the functionality and logic in Vision will help you get started with performing the tasks that you need to complete.

You will learn about the Vision applications, how to navigate through Vision, and how to use system-wide features. You will learn how to modify the interface to suit your needs and how to use records and reports. You will also be introduced to the Work Breakdown Structure (WBS).

As you read the help, keep in mind that your firm may customize aspects of the user interface. For example, the term "lead" is used in Vision to represent prospect contacts or unqualified contacts that may lead to future business. Your firm may use a different term to describe these people and companies.