Providing a complete range of CRM Solutions tailored perfectly to fit your business

The Super User

 

Accounts Contacts and Leads

• Have a full understanding of business rules on data entry

• Have a superior knowledge on field behaviour and triggers

• Understand Parent and Child Account relationships and have the confidence to explain and build

• Have a sound knowledge of the Lead Qualification and Disqualification process

 

Opportunities

• Have an in-depth understanding of how the Opportunity process works in each part of the workflow ribbon

 

Views and Charts

• Creating new views to an advanced level including cross -entity

• Creating Charts within different entities

• Creating new Dashboards for specific users

• Assigning and Sharing chart and view data

 

Outlook Integration

• Understanding how to configure the Outlook Add in

• Understanding Outlook settings and the way they are used

• Understanding preferences in the Opportunities sync

 

Reporting

• Using report filters to maximise report output

• Running custom reports