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COURSE DETAILS |
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Title |
Customer Relationship Management (CRM) Training |
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Duration (days) |
1 |
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Cost (£ per person per day) |
300 |
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Who would benefit from the course |
Users, Senior Users, Team Leads, Managers |
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Course objectives |
Users will gain an understanding of how the CRM functionality is used and how to gain the maximum benefit from the module. |
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Course Agenda |
Using KnowledgeWorker What is KnowledgeWorker? Logging in Changing your password The Home page A grand tour of the KnowledgeWorker system Projects Searching Administration Adding an item to the KnowledgeWorker system Checking items in and out of KnowledgeWorker I checked out an item from KnowledgeWorker by mistake Registering an interest on a file Creating file shortcuts Letter Generation Introduction Pre-Requisites Create Workflow Category Create Bookmark Category Create a Word Template with Bookmarks Office Integration Product Overview Publishing using Office Integration The Office Publish dialogue How to – Login / Connect How to – Publish a document in the repository How to – attach a document to a workflow How to – View / Check-out a document from the repository How to – Check-in a document previously checked out How to – Use fast checkout How to - Save a letter created by the KnowledgeWorker Generate Letter feature How to - Version a letter created by the KnowledgeWorker Generate Letter feature Searching the repository General Training OVERVIEW INTRODUCTION TO KNOWLEDGEWORKER® LOGIN AND THE HOME PAGE THE LIBRARY SEARCH METHODS USING AND PARTICIPATING IN WORKFLOWS Programming KnowledgeWorker CRM Introduction What is CRM? The CRM screens and different types of contacts Entering contacts Searching contacts Advanced search and install Overview of ASE Components and Configurations Differences between KW search and ASE Addins Client specific customisations
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