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Transcript

HOW TO: navigate CRM homepage

Interact with the homepage to learn how to use modules.

Beating icons

will lead you to videos and other helpful information.

Dashboards

4

6

5

Accounts

Contacts

Opportunities

3

1

2

Click maximize to expand to full screen

Tips for contact page display:

Make sure you click:

An awesome title

Describe the problem you’re going to resolve and, above all, the reason why your idea is interesting

INTRODUCTION HERE

Click the hand to show interactive elements

GET STARTED

Contacts

Accounts

Dashboards

Opportunities

RETURN TO DIRECTIONS

View different homescreen layouts and customize the look.

Manage components from dashboards to view on your homepage.

the potential deal we chase (bids, negotiated work) that generates company revenue

Definition:

Opportunities

CRM Value:

  • tracking stages, wins/losses
  • contract centralization
  • communication visibility across stakeholders and internal users

This video shows you how to navigate from homepage to different opportunity views in CRM.

Contacts

CRM Value:

  • identifying best contact method/time
  • communication timeline
  • visibility of communication from multiple internal users with shared contacts

people external to Jack Laurie with whom you will communicate to get business

Definition:

This video shows you how to navigate from homepage to different contacts views in CRM.

Accounts

CRM Value:

  • tracking wins/losses
  • ranking tiers of business potential
  • utilizing org charts to inform communication

companies (end users, GCs, customers) that use our services

Definition:

This video shows you how to navigate from homepage to different accounts views in CRM.

data visualization hub to view metrics, charts, scorecards, and other helpful components to filter information

Definition:

Dashboards

CRM Value:

  • viewing company/territory metrics and progress
  • tracking activity among teams
  • informing next steps to hit individual goals

This video shows you how to navigate from homepage to different dashboards in CRM.