web ui navigation
TRANSCRIPT
Navigate Web UI
Ecomm Sale Support Ahmadu Lee
Olympus Training tool
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Common buttons
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The CRM WebClient UI consists of various interface elements that enable the user to easily display, search for, and maintain information.
These interface elements are used to provide the best support for the user's needs.
With the exception of the navigation bar and header, all the other UI elements are referred to as pages.
In the following section, we briefly introduce the main elements of the CRM WebClient UI:
Introduction to the UI: Screens and Navigation Structure
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o Page
The main UI elements of the CRM WebClient areo Header Bar & Navigation Bar
oWork center
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The navigation bar enables easy global navigation through the entire CRM application and its components.
Header & Navigation Bar
Functions often used to enter or access data quickly are also included in the Navigation bar
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Each link in the navigation area on the left can be executed by a keyboard shortcut.
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The home page is the starting point for every user in his or her daily work. It contains the most important personal information and provides access to the most frequently used tools. In addition to links, entire reports can also be included on this page.
Home & work center pages are structured by nformation blocks. These blocks represent independent units that are organized
according to the logical structure of the underlying business processes.
Work Center Page & Home page
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Work Area
Na
vig
atio
n B
ar
Header
Example of the header and navigation bar. The area outside this bar is called work area.
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The business functions available for specific roles are grouped in work centers. A work center page is a collection of business functions that relate to the corresponding business area (for example "Account Management" or "Sales Operations"). Each top-level menu item in the navigation bar on the left provides access to an individual work center page that contains a set of grouped shortcuts and provides access to all CRM components related to the work center.
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Navigation Links
Shortcuts
Recent items
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• Ability to view attendees and invite multiple parties into
a follow up or current activity.
7. Inviting Multiple Parties to An Activity
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Activity &Task scheduling
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• Ability to create recurring activities in one shot which
increases representative’s productivity as they can plan
and schedule long term activities.
• Generation of activities can be displayed in the sales
representative’s CRM calendar
8. Activity Scheduling
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• Display My Open Tasks in CRM calendar
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Search team members opened task
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Customer name
Order date
China
Order date Canada
Order number
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Customer billing info
CONFIGURATION
LOOK UP
Sales rep info
Customer shipping info
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invoices
Shipment reference number
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OPEN NOTES
NOTES
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Order reference number
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How Retrieve the email