Results Training Series
Boot Camp Agendas
Deep Dive for Results CRM Users
Beyond the Basics
Week 1: Getting Started with the Basics
- Searching for records – Data Management Centers (DMC), Instant Search, Phonetic Search
- Anatomy of the Contact Screen
- Groups Management
- Mass Update
- Find Duplicates and use Combine Contacts
Week 2: Selling with Results
- Creating & Emailing Quotes
- Creating Sales Opportunities
- Managing the Follow-up Process
- Converting Quotes
- Sales Reporting within the DMC
Week 3: Customizing Results
- Customize User Fields
- Customizing your DMCs
- Creating unique processes
- Configuration options
- How to create a Named Search
Deep Dive for Results Business Suite & Field Service Users
Managing Your Business with Results
Week 1: Service Delivery & Project Management
- Scheduling services (Calendar)
- Converting Quote to Service Orders and Sales Opportunity To Project
- Service Orders Management (and how they differ from Activities)
- Projects and resource management
Week 2: Billing, Invoicing & Timesheets
- Converting Quotes to Sales Order and/or Invoices
- Billable Activities and Service Orders
- Convert billable time into invoices
- Timesheets
Week 3: Using Results Web Mobile
- Results for the Web vs. Results Mobile
- Tools for the remote Sales person
- Tools for the Mobile Field Service user
- Field Service Portal user vs. Full Web Mobile user
