Page 4 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Field Customization in the Opportunity Record ................................................... 31
Activity 7.2 – Relabel Dollar and Date fields .......................................................... 31

Administrate Opportunity Fields ............................................................................ 32
Opportunity Configuration Area .............................................................................. 32

Activity 7.3 – Add or Remove Dollar and Date Fields ............................................. 33
Activity 7.4 – Modify Opportunity fields to turn fields on or off or make the fields
required .................................................................................................................. 33

Custom Fields in the Opportunity Record ............................................................. 34
Activity 7.5 – Create a custom text field for Proposal Date/Time Submission ........ 35

Check your understanding ..................................................................................... 35
Lesson 8: Utilize Contact Manager Administration .................................................. 36

Learning Objectives ................................................................................................ 36
Introduction .............................................................................................................. 36
Mass Updates/Mass Removal/Merged Updates/Data Manipulation Tools .......... 36

Tour 8.1a – Discuss Mass Updates ....................................................................... 36

Tour 8.1b – Discuss Mass Removal ....................................................................... 36
Tour 8.1c – Discuss Merged Updates .................................................................... 36
Tour 8.1d – Discuss Data Manipulation Tools ........................................................ 37

Lesson 9: Configure Forms ........................................................................................ 38

Learning Objectives ................................................................................................ 38
Introduction .............................................................................................................. 38
Features and Benefits ............................................................................................ 38

Use Cases ............................................................................................................. 38
Tour 9.1 – Discuss Forms ...................................................................................... 38

Creating Forms ........................................................................................................ 39
Create from Template ............................................................................................ 39

Activity 9.2 – Create a Form from a Template ........................................................ 39
Create A Form from Scratch .................................................................................. 39

Tour 9.3 – Discuss Forms Section in Opportunity Record ..................................... 40
Check your understanding ..................................................................................... 40

Lesson 10: Configure a Project Record .................................................................... 41
Learning Objectives ................................................................................................ 41

Introduction .............................................................................................................. 41

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