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36 Cards in this Set
- Front
- Back
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4 areas in CRM
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1) Workplace
2) Service 3) Sales 4) Reports |
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What's in the workplace?
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Calendar
Activities Knowledge Base (and queues) |
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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 |
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Differences in Service module between Professional and Standard edition?
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Professional edition has also has:
1) Contracts 2) Products |
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CRM Reports and all users?
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All users have access, but view may be dependant on users priviliges.
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How do you change the layout of the default homepage in CRM?
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Do it in Personal Options in the Tools menu.
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Name the various navigation elements?
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Menu Bar
Navigation Bar Tabs Go to menu Quick Launch List View |
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What is the A-Z list called?
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Index Alphabet bar.
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Actions view?
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Indicates the available actions
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Record level?
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This is what it's called when you're looking at the details of an individual record.
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Toolbar
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Has quick actions buttons
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How do you sort in CRM?
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use the View menu
Use the CRM Index Alphabet bar Click the column heading |
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What view lets you look at records in a grid like format?
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List view.
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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 |
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What's Add Related for?
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It lets you add a new entity and have it automatically related to the record that you're currently working with.
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When you create a new record, what would determine the amount of information already prefilled?
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The way you chose to instantiate the new record creation event.
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What is the significance of RED and BOLD?
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RED and BOLD indicates business required.
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What is the significance of BUSINESS REQUIRED filed?
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They are MANDATORY for completion. The record will not be saved unless these fields are completed.
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What is the significance of fields marked in BLUE?
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They are BUSINESS RECOMMENDED.
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What is the purpose of a lookup?
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Allows user to choose an existing record.
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When in the LOOKUP WINDOW, how do you create a new record? Is this universal?
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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.
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When in a LOOKUP WINDOW, how do you look at all of a records info?
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Click the record, then click the PROPERTIES button. You will then see a READ ONLY view!!!
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What are the field types in most forms?
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1) Text
2) Numeric 3) Pick List 4) Lookup |
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What's the significance of a greyed out field?
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Greyed out fields are system generated.
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What does using quick create do?
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It opens a window with BUSINESS REQUIRED and BUSINESS RECOMMENDED fields available.
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How do you add more than just the minimum of information when using QUICK CREATE?
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You click SAVE and OPEN instead of just SAVE.
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What is the DEFAULT SIDE TAB always available when creating a new record?
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INFORMATION
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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 |
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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 |
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How do you select multiple records?
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Hold down the shift key while you select more than one record.
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When you create a record, who is it assigned to?
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It is automatically assigned to YOU!
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What's the advantage of sharing at the application level?
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You may share multiple records at a time. At the record level you can only share the record that is currently open.
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What does CASCADING SHARE mean?
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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.
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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 |
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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 |
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Stock calendar and items vs company.
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Stock calendar is company wide, however each item can have it's own calendar for reporting purposes.
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