Page 4 - Unanet CRM: Using Publisher with Microsoft Word

List Data Formatting ............................................................................................... 44

Activity 4.3 – Uploading a Project List Template .................................................... 44
Create a Project List in Publisher 4.0 ..................................................................... 45

Activity 4.4 – Creating a Project List Record .......................................................... 45
Best Practices for Project Lists .............................................................................. 47

Check Your Understanding .................................................................................... 48
LESSON 5: KNOWLEDGE PROFILES .................................................... 49

Learning Objectives ................................................................................................ 49
Introduction .............................................................................................................. 49

Prepare to Create a Knowledge Template ............................................................. 50
Tour 5.1 – Preparing to Create a Knowledge Template ......................................... 50

Build a Knowledge Template .................................................................................. 50
Activity 5.2 – Building a Knowledge Template ....................................................... 50

Upload a Knowledge Template ............................................................................... 52
Activity 5.3 – Uploading a Knowledge Template .................................................... 52

Create a Knowledge Document .............................................................................. 52
Activity 5.4 – Creating a Knowledge Record .......................................................... 53

Check Your Understanding .................................................................................... 54
LESSON 6: OPPORTUNITY PROFILES ................................................. 55

Learning Objectives ................................................................................................ 55

Introduction .............................................................................................................. 55
Prepare to Create an Opportunity Profile Template ............................................. 56
Tour 6.1 – Preparing to Create an Opportunity Template ...................................... 56

Build an Opportunity Profile Template .................................................................. 56

Activity 6.2 – Building an Opportunity Template ..................................................... 56
Upload an Opportunity Profile Template ............................................................... 58
List Data Formatting ............................................................................................... 58

Activity 6.3 – Uploading an Opportunity Template ................................................. 59
Create an Opportunity Profile Record ................................................................... 59

Activity 6.4 – Creating a Letter Proposal ................................................................ 59
Check Your Understanding .................................................................................... 61

LESSON 7: BATCHING DOCUMENTS ................................................... 62

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