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LESSON 9: CONFIGURE FORMS



               Learning Objectives

                   •  Create a Form
                   •  Publish a Form


               Introduction

               This lesson covers the administrative functions of the Forms feature. Learn how to create
               and publish Forms to use on Opportunities within CRM.


               Features and Benefits

               Forms provide a flexible way to gather additional information about your Opportunities within
               CRM. This feature allows you to:

                   •  Create custom Forms to support your business processes, such as Go/No Go Forms
                       and Proposal Checklists
                   •  Utilize various question types to gather the type of data that is most important to your
                       processes
                   •  Optionally require and score question responses to ensure you gather the
                       appropriate amount of data
                   •  Create Workflow notifications based on Form status and score



               Use Cases


               Use Forms for various purposes associated with Opportunities within Unanet CRM,
               including:


                    •  Go/No Go                 •  Proposal Checklist           •  Conflict of Interest
                    •  Strategy to Win          •  Debrief                      •  Request for Resources


                          Tour 9.1 – Discuss Forms

                          Access the Forms Dashboard here:  Admin tool icon           > General Administration
                          > Forms. Create forms using templates or from scratch.











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