Page 5 - Participant Guide - Unanet CRM TrackingAnalyzingData (SDL)

COURSE INTRODUCTION

A business developer wants to quickly see and analyze their pipeline to make sure they
meet or exceed their goals. An executive or division head, however, wants to analyze
the big picture and be able to gauge accurate sales growth and trust their predictability.

The dashboard in Unanet CRM home page provides shortcuts to actions and quick
visual representations of data. The dashboard is built using widgets that can be
configured to create a view that gets you what you need. It easily allows you to know
critical information at a glance enabling you to track and analyze data.

In this course, you will learn to track personal progress and firm progress using the
dashboard and various widgets. Also, you will utilize some reporting features to make
data easily accessible.

Learning Objectives
After this session for Tracking and Analyzing Data, participants will be able to:

• Track personal progress
• Track firm progress
• Utilize reporting

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