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











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               COURSE INTRODUCTION
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