Sales Executive

Documentation

• Basics > Structure, Terms, and Basic Operation > Accessing the Home Page (My Dashboard)

  Using My Dashboard as a personalized home page after login

• Basics > User Menu > Adjusting Regional Settings

  Setting locale, timezone, and currency in the user menu

• Basics

  Basic functions of the xRM client: login, orientation in the interface, navigation within a Context, index search, dashboards, filters, and browser integration.

• Pipeline and Opportunity Management > Capturing and Developing Leads

  Capturing and developing leads

• Pipeline and Opportunity Management > Capturing and Developing Opportunities

  Capturing and developing opportunities

• Basics > User Menu > Configuring Notifications & Communication

  Configuring the phone and enabling e-mail notifications in the user menu

• Basics > User Menu > Configuring Search Behavior

  Configuring the wildcard setting for the index search in the user menu

• Contact Management > Managing Master Data > Creating a Company

  Creating a company record

• Contact Management > Managing Master Data > Creating a Contact

  Creating a contact record

• Pipeline and Opportunity Management > Creating and Following Up on Offers

  Creating and following up on offers

• Tools & Capabilities > Document Folder

  Storing documents

• Contact Management > Managing Master Data > Ensuring Data Protection Compliance

  Ensuring data protection compliance when creating contact records

• System Management > Exporting Data

  Exporting data as CSV using export templates

• Basics > Filtering & Grouping Datasets

  Filtering and grouping datasets in views

• Contact Management > Getting an Overview

  Overview within the company and in contact

• Basics > Structure, Terms, and Basic Operation > Getting to Know the Global Bar

  Icons and functions of the Global Bar in the xRM client

• Basics > Filtering & Grouping Datasets > Grouping Datasets

  Grouping datasets by a criterion and reordering grouping criteria

• Tools & Capabilities > HTML-Editor

  Capturing and formatting content with the HTML-Editor

• System Management > Importing Data

  Importing data via CSV using import templates

• Basics > User Menu > Managing Account & Security

  Changing the password in the user menu

• Contact Management > Managing Communication

  Communicate and document

• Pipeline and Opportunity Management > Managing Contracts

  Managing contracts

• Contact Management > Managing Master Data

  Capturing and maintaining master data in the CRM in a structured way

• Receipt Management > Managing Receipts

  Creating and managing receipts

• Collaboration in xRM > Managing To Dos

  Creating and editing tasks

• Basics > Operating Concept - Navigating within a Context

  Working with the views of a Context: FilterView, PreviewView, MainView, EditView

• Contact Management > Managing Master Data > Optimizing Master Data Quality

  Checking and optimizing the quality of master data

• Basics > System Login > Performing a Log-in

  Logging in to the xRM client using username and password or OAuth2

• Basics > Operating Concept - Navigating within a Context > Performing Standard Actions

  Opening, editing, deleting, and creating datasets using the standard actions

• Basics > User Menu > Personalizing the Calendar

  Customizing the calendar display in the user menu

• Basics > User Menu > Personalizing the Client Appearance

  Configuring color scheme, Floating Action Button, opening in a new tab, display settings, and the topic tree in the user menu

• Collaboration in xRM > Receiving Relevant Information

  Receiving relevant information via Dashboards, observations, or mentions

• Pipeline and Opportunity Management > Sales Controlling

  Sales controlling

• Basics > Filtering & Grouping Datasets > Saving and Managing Filters

  Saving, editing, deleting filters and setting them as the default filter

• Basics > Using the Index Search > Searching for Datasets

  Searching for datasets across Contexts, narrowing results, and using wildcards and boolean operators

• Basics > Filtering & Grouping Datasets > Setting Filter Conditions

  Defining filter conditions, using dynamic filter values and predefined filters

• Collaboration in xRM > Sharing Knowledge

  Capturing and sharing knowledge

• Basics > Structure, Terms, and Basic Operation

  Understanding the operating concept, key terms, and basic operation of the xRM client

• Contact Management > Managing Master Data > Supporting Data Entry

  Support features for capturing a contact and/or company record

• Basics > System Login

  Basic system settings and logging in to the system

• Basics > System Login > System Settings

  Selecting the client language and timezone at login

• Basics > User Menu

  Adjusting personal settings in the user menu

• Basics > Structure, Terms, and Basic Operation > Using Browser Functions

  Browser tabs, deep links, multiple tabs, browser history, contrast mode, and zoom in the xRM client

• Basics > Operating Concept - Navigating within a Context > Using Quick Entry

  Creating a dataset with the most important required fields via Quick Entry

• Basics > Operating Concept - Navigating within a Context > Using the EditView

  Creating and saving datasets, and detecting unsaved changes

• Basics > Operating Concept - Navigating within a Context > Using the FilterView

  Displaying, sorting, and filtering datasets in the FilterView and running serial actions

• Basics > Structure, Terms, and Basic Operation > Using the Global Menu

  Opening and closing the Global Menu and using it to navigate between Contexts

• Basics > Using the Index Search

  Central, cross-Context search for datasets in the xRM client

• Basics > Operating Concept - Navigating within a Context > Using the MainView

  Opening a dataset in the MainView, finding linked datasets, and accessing the 360-degree view

• Basics > Operating Concept - Navigating within a Context > Using the Preview

  Toggling, enlarging, and editing a dataset's PreviewView