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Sibel CRM Admin Online Training Course Content

Siebel CRM Introduction

• Siebel CRM Applications Navigating
• Siebel CRM Applications Working with Data
• iebel Architecture Overview
• nderstanding Object Definitions

Access Control of Records and Views

• Security and Access Control
• Responsibilities and Views
• Users, Positions, and Organizations
• Controlling Access to Customer Data
• Catalogs and Master Data

Administering Literature

• Customizing the User Experience
• Tab Layouts Modifying
• Administering View Links
• Home Pages Customizing
• Resetting a User’s Preferences

Administering Lists of Values

• Administering Lists of Values
• Administering Phone Formats
• Administering Hierarchical Lists of Values

Administering Initial Data

• Countries, Currencies, Languages, and Locales
• Periods
• Time Zones
• Households
• Expense Types and Payment Terms
• ZIP Codes
• Industries
• “Contact Us” Information

Quick Fill Templates and Predefined Queries

• Administering Quick Fill Templates
• Administering Predefined Queries
• Understanding the Default Predefined Query

Administering Message Broadcasts

• Administering Alerts

Administering Activity Plans and Templates

• Defining Activities, Activity Plans, and Activity Templates
• Administering Activity Templates
• Administering Sales Methods
• Administering Assessment Templates
• Administering Siebel iHelp
• Comparing Siebel iHelp, Task UI, and SmartScripts
• Creating iHelp Items

Administering Business Automation

• Defining Business Services, Business Service Methods, and Arguments
• Activating Workflows
• Administering Inbound Web Services
• Administering Approvals
• Administering the Universal Inbox
• Administering Siebel Reports

Submitting Jobs

• Submitting Jobs
• Creating Job Templates
• Creating State Models
• Administering Audit Trail

Setting System Preferences

• Default MVG Exists Query
• Auto Mgr Calendar Access
• Forecast: Auto-Forecast
• Default Time Zone
• Universal Time Coordinated
• Strict Date Format
• Quick Print Application and Quick Print Output Format
• Administering Assignment Manager