CRM 61支持顾问demo演讲稿.ppt

Processing Getting Started Logon Logoff Changing your password Preferences screen Coaching Functionality The following coaching features are available in CRM: Quick Start Tab On-Screen Coaching Coaching –Splash Screen Setup Wizard On Screen Coaching Moving around Basic screen elements Information and tab access Common tabs Navigation using mouse and keyboard Hotkeys and right mouse click menus Context Sensitive Help User System Administrator Adding Customer Information Inserting a company Associated records Person Address Phone Email Editing a company Entering a person Using the Deduplication features Finding Information Finding records of the main entities Using different criteria Wild Card % “_” character is interpreted as literal Not able to use _, [ab] or [^ab] wildcard patterns Saved Searches and List Actions In find screen ability to save a filter and then perform list actions from this. System/Info Admin users can create global searches and pick current user as ‘Assigned to:’ “Go to page” box on lists Sending Emails and Export to file can be restricted to Info Managers and Administrators. Administration - E-mail and Documents - Documents Reports Configuration It suppresses the right to send emails from the saved find but you can still send single emails and emails via the marketing and lists area. Sage CRM 6.0 Search Functionality The following Search Functionality is available in CRM: Searching for Communications Searching on Numeric Fields Advanced Find - Query Search Using Advanced Find when creating Reports Keyword search Communication Search Sage CRM Find Options Advanced Find Keyword Searching Group Functionality The following features are new to Sage CRM 6.0:  Creating Groups Controlling access to Groups Groups replace Target Lists in Marketing Creating a Group based on a Main Entity Search Adding a Main Entity to a Group Adding Multiple Records to a Group Groups Mass actions on groups Groups Create a new Group Uses System Key Attribute