Page 4 - Unanet CRM: Using Publisher with Adobe InDesign

Create a Project List in Publisher 4.0 ..................................................................... 43

Activity 4.4 – Creating a Project List Record .......................................................... 43
Check Your Understanding .................................................................................... 45
LESSON 5: KNOWLEDGE PROFILES .................................................... 46

Learning Objectives ................................................................................................ 46

Introduction .............................................................................................................. 46
Prepare to Create a Knowledge Template ............................................................. 47

Tour 5.1 – Preparing to Create a Knowledge Template ......................................... 47
Build a Knowledge Template .................................................................................. 47

Activity 5.2 – Creating a Knowledge Template ....................................................... 47
Upload a Knowledge Template ............................................................................... 48

Activity 5.3 – Uploading a Knowledge Template .................................................... 49
Create a Knowledge Document .............................................................................. 49

Activity 5.4 – Creating a Knowledge Record .......................................................... 49
Check Your Understanding .................................................................................... 51

LESSON 6: OPPORTUNITY PROFILES ................................................. 52

Learning Objectives ................................................................................................ 52
Introduction .............................................................................................................. 52
Prepare to Create an Opportunity Profile Template ............................................. 53

Tour 6.1 – Preparing to Create an Opportunity Template ...................................... 53

Build an Opportunity Profile Template .................................................................. 53
Activity 6.2 – Creating an Opportunity Template .................................................... 53
Upload an Opportunity Profile Template ............................................................... 56

List Data Formatting ............................................................................................... 56

Activity 6.3 – Uploading an Opportunity Template ................................................. 56
Create an Opportunity Profile Record ................................................................... 57
Activity 6.4 – Creating a Letter Proposal ................................................................ 57

Check Your Understanding .................................................................................... 59
LESSON 7: BATCHING DOCUMENTS ................................................... 60

Learning Objectives ................................................................................................ 60

Introduction .............................................................................................................. 60
Prepare Templates for Batch Jobs ......................................................................... 60

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