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Web ui navigation
- 1. Navigate Web UI EcommSale Support Ahmadu Lee
- 2. Common buttons 2 ••© 2011 Lenovo Confidential. All rights reserved.
- 3. Introduction to theUI: Screens and Navigation Structure 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: 3 ••© 2011 Lenovo Confidential. All rights reserved.
- 4. The main UIelements of the CRM WebClient are o Header Bar & Navigation Bar o Work center o Page 4 ••© 2011 Lenovo Confidential. All rights reserved.
- 5. Header & NavigationBar Functions often used to enter or access data quickly are also included in the Navigation bar The navigation bar enables easy global navigation through the entire CRM application and its components. 5 ••© 2011 Lenovo Confidential. All rights reserved.
- 6. Each link inthe navigation area on the left can be executed by a keyboard shortcut. 6 ••© 2011 Lenovo Confidential. All rights reserved.
- 7. Work Center Page& Home 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. 7 ••© 2011 Lenovo Confidential. All rights reserved.
- 8. Example of theheader and navigation bar. The area outside this bar is called work area. 8 ••© 2011 Lenovo Confidential. All rights reserved.
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- 10. The business functionsavailable 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. 10 ••© 2011 Lenovo Confidential. All rights reserved.
- 11. Navigation Links Shortcuts Recent items 11 ••© 2011 Lenovo Confidential. All rights reserved.
- 12. 12 ••© 2011 Lenovo Confidential. All rights reserved.
- 13. 7. Inviting MultipleParties to An Activity •Ability to view attendees and invite multiple parties into a follow up or current activity. 13 ••© 2011 Lenovo Confidential. All rights reserved.
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- 15. 8. Activity 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 15 ••© 2011 Lenovo Confidential. All rights reserved.
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- 17. •Display My Open Tasks in CRM calendar 17 ••© 2011 Lenovo Confidential. All rights reserved.
- 18. Search team members opened task 18 ••© 2011 Lenovo Confidential. All rights reserved.
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- 22. Order number 22 ••© 2011 Lenovo Confidential. All rights reserved.
- 23. CONFIGURATION LOOK UP Customer billing info Customer shipping info Sales rep info 23 ••© 2011 Lenovo Confidential. All rights reserved.
- 24. Shipment reference number invoices 24 ••© 2011 Lenovo Confidential. All rights reserved.
- 25. OPEN NOTES NOTES 25 ••© 2011 Lenovo Confidential. All rights reserved.
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- 27. Order reference number 27 ••© 2011 Lenovo Confidential. All rights reserved.
- 28. How Retrieve theemail 28 ••© 2011 Lenovo Confidential. All rights reserved.