Page 5 - Participant Guide - Unanet CRM Managing Relationships (eBook)

COURSE INTRODUCTION

Your relationships are the key to winning work. 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 company records, contact records, the contact grid, and the activity grid –
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 viewing and
building relationships.

Learning Objectives

After this session for Managing Relationships, participants will be able to:

• View Connections
• View Activities
• Manage Activities

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