Page 5 - Participant Guide - Unanet CRM Managing Leads and Opportunities (eBook)
P. 5
COURSE INTRODUCTION
Unanet CRM by Cosential makes it easy to maintain a single source of truth for all
companies and contacts used for business development purposes. This course will
cover how business developers can view vital information in lead and opportunity
records, create, edit, assign, and convert leads and opportunities – both on-the-go with
Unanet CRM Mobile and at-the-desk using Unanet CRM for Outlook or Unanet CRM on
the web.
In this course, you will learn which of the different access points of mobile, outlook, and
web application will quickly and easily accomplish high volume tasks for managing
leads and opportunities.
Learning Objectives
After this session for Managing Leads & Opportunities, participants will be able to:
• View Leads and Opportunities
• Manage Leads
• Manage Opportunities
Roles & Access
Unanet CRM by Cosential is a role-based system which provides security and access
based on the roles assigned to the user by the System Administrator.
During this course, students will be instructed to log-in to Unanet CRM by Cosential
utilizing specific user personas which contain the appropriate roles in order to access
and complete the required activities.
Please note, the password is case sensitive; login name is not.
Job Title Unanet Role Name Unanet login Password
Username
Business CRM User Joe jmanning welcome
Development Manning
Representative
4
COURSE INTRODUCTION