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Siebel Crm Demand Admin Course Content
The Role of the Administrator
- Administrator tasks
- Administration application pages
- Resources and setup templates
Setting Up the Company Defaults and Password Controls
- Settings in the company profile
- Security settings
- Sign in and password controls
Managing Visibility and Access Control
- Features that control data visibility and access
- Access profiles
- Role management
- Manager visibility
- Setting up users
- Flexible data sharing with books of business
Customizing Fields and Page Layouts
- New or modified fields
- Cascading picklists
- Default field values
- Web links
- Detail and dynamic page layouts
- Homepage layouts
- Search layouts
Extending the Application
- New record types
- Custom Web tabs
- Web applets
Imbedding Your Sales Methodology
- Sales stages and pipeline reports
- New or modified sales processes
- Sales process coach
Importing and Exporting Data
- Data preparation
- Data import assistants
- Import results
Using Workflow Rules to Automate Actions
- Workflow actions and trigger events
- Workflow rules
Setting Up a Product Catalog and Forecast Schedule
- Products and product categories
- Forecast types
- Forecast schedule setup
- Product revenue ng forecasts
AssigniRecords Automatically
- Automatically assign records
- Assignment rule groups
- Assignment rule criteria
- Assign territories and teams
Managing Access to Reports and Analyses
- Prebuilt and custom analytics
- Visibility to data in reports
- Access controls for reports
- Homepage analyses
