CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of...
Transcript of CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of...
![Page 1: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/1.jpg)
1
CRM User Manual
IT Div. D.J. ChanOct,1 2012
![Page 2: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/2.jpg)
2
Outline
CRM Expert System Introduction ......... Page 3 – 3How to Login CRM ......... Page 4 – 7Sales Portal & Detail Function ......... Page 8 – 39
– Home ......... Page 8 – 31– Upload ......... Page 32 – 36– Customer ......... Page 37 – 39
Sales Operation Dept. Portal ......... Page 40 – 41Sales Head Portal ......... Page 42 – 44Expert’s Portal ......... Page 45 – 46 Asignee’s Portal ......... Page 47 – 49 President’s Portal ......... Page 50 – 53
![Page 3: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/3.jpg)
3
Expert System - Request help & reply Data Flow
Reply orForward Help
ConfirmHelp
content
SalesHead
- Help type- Subject- Help Body
Reply orForward Help
Reply orForward Help
Reply orForward Help
NewProd
FA
Delivery
Pricing
Feedback to Expert
Forward
End
Requesthelp
Sales
Split 1 help into independent helps to expert of different help type
End
End
End
……
……
……
Reply
Feedback
Confirmthe result
Sales
New Assignee
Expert / Secretary
Expert / Secretary
Not agree
Agree & Close
Summary Report( open request –
Sale / SalesHead / Expert )
Sales HeadExpert / SecretaryWMDMNewProd
KateJamesPricing
PeterDavidDelivery
WMDMAVL
VicentMickeyFA
SecretaryExpert
Expert / Secretary
Expert / Secretary
Reply orForward Help
AVLEnd……
Expert / Secretary
![Page 4: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/4.jpg)
44
How to Login CRM - ExternalOpen IE,Enter https://outgoing.etron.com/ Access to Etron Outgoing Mobile ServiceEnter Username/ Password/ Employee No Login Access to Web Application
CRM User Manual
![Page 5: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/5.jpg)
55
How to Login CRM- ExternalClick CRM System, then access to CRMClick Logout, then exit Web Application
![Page 6: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/6.jpg)
66
How to Login CRM- ExternalEnter Username/ Password Login Access to CRM
![Page 7: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/7.jpg)
77
How to Login CRM- Internal
Double Click Big M System IconClick CRM Button to Access CRM (Do not need to enter User name / Password)
![Page 8: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/8.jpg)
88
Sales Portal - Home
![Page 9: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/9.jpg)
99
Sales Portal
1Summary Report : Default page, include TAM/SAM…data
Help list and status of Login Sales (Include Open / Closed Help)
1
2Sales Name : Sales can read his/her customer data only
3
2345
45
Maintain opportunity, activity
Helps on the stage of login user
![Page 10: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/10.jpg)
1010
Sales Portal - My Summary (TAM)
1Click any fields to switch descending order or ascending order.
Click the field with underline to drill down to detail data
1
23
2
Search by customer only
![Page 11: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/11.jpg)
1111
Sales Portal - My Summary (TAM)Drill down to all of this Customer’s Opportunities
![Page 12: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/12.jpg)
1212
Sales Portal - My Summary (TAM)Drill down to Customer’s TAM/SAM/Share/Target detail
![Page 13: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/13.jpg)
1313
Sales Portal - My Summary (TAM)Drill down Customer’s Activity
Activity’s attachment
![Page 14: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/14.jpg)
1414
Sales Portal - My Summary (TAM)Drill down to Customer’s Request Help
Drill down to query these 7 helps (Open Helps)
Click detail button to display help detail
![Page 15: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/15.jpg)
1515
Sales Portal - My Summary (TAM)Drill down to Customer’s Request Help
All Expand / All Collapse
Expand / Collapse
Action Button
Close、Reject2.5.SalesConfirme
N/A3.Close
Forward、Reply、Close
2.Expert
Confirm、Reject1.SalesHead
Modify、Cancel、Submit
0.Applicant
Action ButtonCurrent Stage
Click detail button to display help detail
![Page 16: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/16.jpg)
1616
Sales Portal - My Summary (TAM)Drill down to Customer’s Open Sample Request
![Page 17: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/17.jpg)
1717
Sales Portal - My Summary (TAM)Drill down to Customer’s Open Sample Request
![Page 18: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/18.jpg)
1818
Sales Portal - My Summary (TAM)Drill down to Customer’s Open FA Case
![Page 19: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/19.jpg)
1919
Sales Portal - My Summary (TAM)Drill down to Customer’s Open FA Case
![Page 20: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/20.jpg)
20
Sales Portal – Opportunity / Activity
Manual Create Opportunity
OpportunityExist ?
NoBy CustomerQuery
Opportunity
Manual EnterActivity
Yes
Upload ExcelActivity to CRM
21 4
ModifyOpportunity
3
6
RequestHelp
5
1 2
3 4 5
6 Please refer to Upload Excel Activity Upload
![Page 21: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/21.jpg)
2121
Sales Portal – Opportunity / ActivityNew / Modify Opportunity
Existed opportunity can update Expect MP Date and Key Issue only.
Create New Opportunity
Modify existed Opportunity
![Page 22: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/22.jpg)
2222
Sales Portal – Opportunity / ActivityNew Activity / Query Activity
Save Activity, tnen you can query the activity in “Activity block” under the “Opportunity block”
![Page 23: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/23.jpg)
2323
Sales Portal – Opportunity / ActivityMaintain Competitor
Click underline to maintain opportunity’s competitor
1
1
2
3
2 3
Create New competitor if the competitor does not exist on the left site.
Select existed competitor on the left site and move to the right site.
![Page 24: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/24.jpg)
2424
Sales Portal – Opportunity / ActivityMaintain Chipset Id
Click underline to maintain opportunity’s Chipset Id
1
1
2
3
2 3
Create New Chipset Id if the Chipset Id does not exist on the left site.
Select existed Chipset Id on the left site and move to the right site.
![Page 25: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/25.jpg)
2525
Sales Portal – Request Help
1
2
3
1
23
Customer Level
Opportunity Level
Activity Level
You can request help in 3 manners
![Page 26: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/26.jpg)
2626
Sales Portal – Request Help
Select Customer
123
4
5
Customer Level
1Select Help Type2Once help type has been selected, display Expert and Secretary automatically.3
Enter Mail Subject and Message Body of Help
4
Attachment5
6
Enter expected due date6
WMDMNewProd
KateJamesPricing
PeterDavidDelivery
WMDMAVL
VicentMickeyFA
SecretaryExpert
![Page 27: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/27.jpg)
2727
Sales Portal – Request Help
Opportunity name : Request Help under the Opportunity
123
4
5
Opportunity Level
1
Select Help Type2Once help type has been selected, auto display Expert and Secretary
3
Enter Mail Subject and Message Body of Help
4
Attachment5Enter expected due date6
6
![Page 28: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/28.jpg)
2828
Sales Portal – Request Help
Opportunity / Activity : Request Help under the Activity
1
23
4
5
Activity Level
1Select Help Type2Once help type has been selected, auto display Expert and Secretary
3
Enter Mail Subject and Message Body of Help4Attachment5Enter expected due date6
6
![Page 29: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/29.jpg)
2929
Sales Portal – My Help List
12
1 x(y) - x : The count of total helpy : The count of open help
2 The sum of all help types
3 3 Drill down to detail
Help list and status of Login Sales (Include Open / Closed Help)
Close、Reject2.5.SalesConfirme
N/A3.Close
Forward、Reply、Close
2.Expert
Confirm、Reject1.SalesHead
Modify、Cancel、Submit
0.Applicant
Action ButtonCurrent Stage
![Page 30: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/30.jpg)
3030
Sales Portal – My Pending Help Task
Helps on the stage of login user ( Need Login User to Proceed )
Approval history
Attachment List
Action Button
Close、Reject2.5.SalesConfirme
N/A3.Close
Forward、Reply、Close
2.Expert
Confirm、Reject1.SalesHead
Modify、Cancel、Submit
0.Applicant
Action ButtonCurrent Stage
![Page 31: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/31.jpg)
3131
Sales Portal – My Pending Help Task
Sales can modify help, then resubmit.
![Page 32: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/32.jpg)
3232
Sales Portal - Upload
![Page 33: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/33.jpg)
3333
Sales Portal – Excel Activity Upload
1
2
3
45
Select Sales Name Download Empty Template1 23 Enter Activity in Excel file
4 5 Find Excel file in your PC or NB Upload upload to CRM activity
![Page 34: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/34.jpg)
3434
Sales Portal – Excel TAM Upload
1
2
3
4
Select Sales Name Download Template1 23 Fill in TAM data of the field in yellow
4 Find Excel file Upload update CRM TAM
![Page 35: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/35.jpg)
3535
Sales Portal – Upload Customer Report
![Page 36: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/36.jpg)
3636
Sales Portal – Query Customer Report
![Page 37: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/37.jpg)
3737
Sales Portal - Customer
![Page 38: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/38.jpg)
3838
Sales Portal – Create Potential Customer
Enter Potential Customer’s dataExist ?
NoQuery ExistingERP Customer in CRM System
Enter ERP Customer data & Mapping to CRM
YesEnter CRM
(Opp/ Activity/ Help/ Cust Report…)
SalesSales SO Dept
Sales
Close
1If customer is not existing, click the button “New” to create a new customer.2Enter key word and query customer is existing or not.
12
![Page 39: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/39.jpg)
3939
Mail Notification – To Sales Operation Dept.
![Page 40: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/40.jpg)
4040
Sales Operation Dept. Portal
![Page 41: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/41.jpg)
4141
Sales Operation Dept. Portal – Mapping Customer
![Page 42: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/42.jpg)
4242
Sales Head Portal
![Page 43: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/43.jpg)
4343
Sales Head Portal
1Summary Report : Default page, include TAM/SAM…data
1
2Sales Head Name
3
2345
4
5Maintain opportunity, activity
All of the functions are same with Sales. Only authorities are different. Sales Head can read the data of himself and his subordinate Sales.
Help list and status of Login Sales Head (Include Open / Closed Help)
Helps on the stage of login Sales Head
![Page 44: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/44.jpg)
4444
Mail Notification
![Page 45: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/45.jpg)
4545
Expert’s Portal
![Page 46: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/46.jpg)
4646
Expert’s Portal
1Summary Report : Default page, include TAM/SAM…dataExpert can read all of the sales summary reportExpert can read all of the help except price type (Include Open / Closed Help).
1
2
Expert’s Name
3
234
All of the functions are same with Sales. Only authorities are different.
Helps on the stage of login Expert4
![Page 47: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/47.jpg)
4747
Assignee’s Portal
![Page 48: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/48.jpg)
4848
Assignee’s Portal
1
1
2
2
Query helps has been assigned to the assignee. (Include Open / Closed Help)
Assignee’s Name
3
3 Helps on the Assignee’s stage
![Page 49: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/49.jpg)
4949
Sales Operation Dept. Portal – Mapping Customer
![Page 50: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/50.jpg)
5050
President’s Portal
![Page 51: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/51.jpg)
5151
President’s Portal
1Summary Report : Default page, include TAM/SAM…dataPresident can read all of the summary reportPresident can read all of the helps (Include Open / Closed Help)
1
2
President’s Name
23
3
4
4
All of the functions are same with Sales. Only authorities are different.
Helps on the President’s stage
![Page 52: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/52.jpg)
5252
President’s Portal – Excel Target Upload
1
2
3
4
Enter Download Criteria Download Template1 23 Fill in TAM Target data of the field in yellow
4 Find Excel file Upload update CRM TAM
![Page 53: CRM User Manual - Etron User Manual.pdfSales Portal – My Pending Help Task Helps on the stage of login user ( Need Login User to Proceed ) Approval history Attachment List Action](https://reader033.fdocuments.in/reader033/viewer/2022042809/5f8dc494a6feeb3e636085e3/html5/thumbnails/53.jpg)
5353
President’s Portal– Query Customer Report