Page 2 - Participant Guide - Unanet CRM Managing Relationships (eBook)

TABLE OF CONTENTS

Table of Contents...................................................................................... 1

ABOUT THIS PARTICIPANT GUIDE ......................................................... 3

COURSE INTRODUCTION ........................................................................ 4
Learning Objectives ...................................................................................................... 4
Roles & Access .............................................................................................................. 4

Lesson 1: View Connections ................................................................... 5

Learning Objectives ...................................................................................................... 5
Introduction .................................................................................................................... 5

View Personnel Relationships ..................................................................................... 5
Activity 1.1 – I'm trying to get an in with a new company in town that is going to
have multiple projects coming up. How can I find out if anyone can help? .............. 5

View Contacts in a Company ....................................................................................... 6
Activity 1.2 – What people work at a company that I have a relationship with? ........ 6

Utilize Affiliate Contacts ............................................................................................... 7
Activity 1.3 – I just found out one of my contacts is on the Board of Directors at a
hospital, how can I capture this? ................................................................................. 7
View Leads, Opportunities, and/or Projects .............................................................. 7

Tour 1.4 – I just started at this company and I need to know who our clients are,
what work we've done for them, what work we're pursuing, and who's been talking
to them.......................................................................................................................... 7
Utilize Contact Grid ....................................................................................................... 8

Activity 1.5 – How can I see which of my contacts are on the holiday card mailing
list? ............................................................................................................................... 8

Activity 1.6 – How can I quickly add 5 contacts to a mailing list? .............................. 8

Lesson 2: View Activities ......................................................................... 9
Learning Objectives ...................................................................................................... 9

Introduction .................................................................................................................... 9
View Recent Activities .................................................................................................. 9

Activity 2.1 – How can I see who has talked to a specific person recently and what
was discussed? ............................................................................................................ 9
Utilize Activities Grid ................................................................................................... 10
Activity 2.2 – How do I find a list of Activities I have to do coming up? ................... 10

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Table of Contents