cr - apps
Terms
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- 4 areas in CRM
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1) Workplace
2) Service
3) Sales
4) Reports - What's in the workplace?
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Calendar
Activities
Knowledge Base (and queues) - Difference in Sales module for Professional and Standard edition?
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Professional module of sales edition also has:
1) Competitors
2) Products
3) Sales Literature
4) Quotes
5) Orders
6) Invoices - Differences in Service module between Professional and Standard edition?
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Professional edition has also has:
1) Contracts
2) Products - CRM Reports and all users?
- All users have access, but view may be dependant on users priviliges.
- How do you change the layout of the default homepage in CRM?
- Do it in Personal Options in the Tools menu.
- Name the various navigation elements?
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Menu Bar
Navigation Bar
Tabs
Go to menu
Quick Launch
List View - What is the A-Z list called?
- Index Alphabet bar.
- Actions view?
- Indicates the available actions
- Record level?
- This is what it's called when you're looking at the details of an individual record.
- Toolbar
- Has quick actions buttons
- How do you sort in CRM?
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use the View menu
Use the CRM Index Alphabet bar
Click the column heading - What view lets you look at records in a grid like format?
- List view.
- 4 methods to create new records?
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1) Choose NEW from menu bar
2) Choosing ADD RELATED from the ACTION menu
3) Using the QUICK CREATE function
4) Clicking the NEW icon in the ACTION BAR - What's Add Related for?
- It lets you add a new entity and have it automatically related to the record that you're currently working with.
- When you create a new record, what would determine the amount of information already prefilled?
- The way you chose to instantiate the new record creation event.
- What is the significance of RED and BOLD?
- RED and BOLD indicates business required.
- What is the significance of BUSINESS REQUIRED filed?
- They are MANDATORY for completion. The record will not be saved unless these fields are completed.
- What is the significance of fields marked in BLUE?
- They are BUSINESS RECOMMENDED.
- What is the purpose of a lookup?
- Allows user to choose an existing record.
- When in the LOOKUP WINDOW, how do you create a new record? Is this universal?
- Click the NEW button in this window; this opens the quick create window. It is not a universal method. Some lookups such as PRODUCTS do not allow on fly creation of new records.
- When in a LOOKUP WINDOW, how do you look at all of a records info?
- Click the record, then click the PROPERTIES button. You will then see a READ ONLY view!!!
- What are the field types in most forms?
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1) Text
2) Numeric
3) Pick List
4) Lookup - What's the significance of a greyed out field?
- Greyed out fields are system generated.
- What does using quick create do?
- It opens a window with BUSINESS REQUIRED and BUSINESS RECOMMENDED fields available.
- How do you add more than just the minimum of information when using QUICK CREATE?
- You click SAVE and OPEN instead of just SAVE.
- What is the DEFAULT SIDE TAB always available when creating a new record?
- INFORMATION
- What are 4 common tasks when working with records?
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1) Exporting to MS Excel
2) Assigning Records
3) Sharing Records
4) Printing Records - How do you export to excel?
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Use the Excel icon located above the LIST VIEW in the sales and service modules.
Select the record that you want to export - How do you select multiple records?
- Hold down the shift key while you select more than one record.
- When you create a record, who is it assigned to?
- It is automatically assigned to YOU!
- What's the advantage of sharing at the application level?
- You may share multiple records at a time. At the record level you can only share the record that is currently open.
- What does CASCADING SHARE mean?
- This is the sharing principle that CRM uses. It means that when sharing a record, any records that are related (quotes, orders, etc) will be shared to the user or team.
- Characteristics of sharing?
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1) Cascading share
2) Doesn't change ownership
3) Allow others access to record
4) Access granted by owner varies depending on privileges that the owner is comfortable extending - Where can you print CRM records from?
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From the application level or from any tab at the record level.
Application Level - PRINT icon in the ACTION BAR
Record Level - Print at any tab at the record level - Stock calendar and items vs company.
- Stock calendar is company wide, however each item can have it's own calendar for reporting purposes.