Page 3 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Check your understanding ..................................................................................... 19
Lesson 4: Configure a Company Record .................................................................. 20

Learning Objectives ................................................................................................ 20
Introduction .............................................................................................................. 20

Company Record Value Lists ................................................................................. 20
Activity 4.1 – Modify the Company Type value list ................................................. 21

Activity 4.2 – Modify Company fields to be required ............................................... 21
Check your understanding ..................................................................................... 21

Lesson 5: Configure a Contact Record ..................................................................... 22
Learning Objectives ................................................................................................ 22

Introduction .............................................................................................................. 22
Field Customization in the Contact Record .......................................................... 22

Activity 5.1 – Turn on and relabel Contact Category to Personal Interests ............ 22
Value Lists in the Contact Record .......................................................................... 23

Activity 5.2 – Modify Contact Type and Mailing List value lists .............................. 23
Custom Fields in the Contact Record .................................................................... 24

Activity 5.3 – Create a Contact Custom Field for Golf Shirt Size ............................ 25
Check your understanding ..................................................................................... 26

Lesson 6: Configure a Lead Record .......................................................................... 27
Learning Objectives ................................................................................................ 27

Introduction .............................................................................................................. 27
Value Lists in the Lead Record............................................................................... 27

Activity 6.1 – Modify the Lead Stages value list by adding “Assigned” ................... 27
Check your understanding ..................................................................................... 28
Lesson 7: Configure an Opportunity Record ............................................................ 29

Learning Objectives ................................................................................................ 29

Introduction .............................................................................................................. 29
Value Lists in the Opportunity Record .................................................................. 29
Activity 7.1 – Modify value lists for Stages, Contact Roles, and Primary Categories
............................................................................................................................... 30

Stages Value List ................................................................................................... 30
Associated Contact Role Value List ....................................................................... 31

Primary Categories Value List ................................................................................ 31

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