Web ui navigation

Navigate Web UI

Ecomm Sale Support Ahmadu Lee

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Common buttons


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


o Page

The main UI elements of the CRM WebClient areo Header Bar & Navigation Bar

oWork center


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


Each link in the navigation area on the left can be executed by a keyboard shortcut.


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


Work Area

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Header

Example of the header and navigation bar. The area outside this bar is called work area.


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.


Navigation Links

Shortcuts

Recent items


• Ability to view attendees and invite multiple parties into

a follow up or current activity.

7. Inviting Multiple Parties to An Activity


Activity &Task scheduling


• 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


• Display My Open Tasks in CRM calendar


Search team members opened task


Customer name

Order date

China

Order date Canada

Order number


Customer billing info

CONFIGURATION

LOOK UP

Sales rep info

Customer shipping info


invoices

Shipment reference number


OPEN NOTES

NOTES


Order reference number


How Retrieve the email

Web ui navigation

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