PPT template designed for computer training in Egypt.

1. EDUEgypt ITO Phase IV - 2011
Instructor Lead Training

2. Objectives
At the end of this module, you should be able to:
 Objective 1
 Objective 1a
 Objective 1b
 Objective 2
 Objective 3
 Objective 4
Objective 5

3. Course Menu
Module 01
Introduction
Module 02
Personal Setup
Module 03
Account Management
Module 04
Contact Management
Module 05
Opportunity Management
Module 06
Issue Management
Module 07
Mobile Features
Module 08
Reports
Module 08
Course Summary

4. Content slide
Enjoy the new tool and be patient as you will get more comfortable with
the functionality as the training progresses
– Each day bring your laptop, PDA, training materials and a
notepad
– Please be on time – 15 minutes ahead of prescribed start time
– YOU WILL HAVE MANY BREAKS SO PLEASE ABIDE BY THE
FOLLOWING:
– Turn off phones and other devices besides your computer
– Please do not browse email or other applications
– Please do not leave the session unless there is an emergency
– Please only ask questions at prescribed times (which there will
be many)
– And finally, raise your hand and let each person speak in turn
Thank You – Your Training Team

5. Content and Simulation
Enjoy the new tool and be patient as you will get more comfortable
with the functionality as the training progresses
– Each day bring your laptop, PDA, training materials and a
notepad
– Please be on time – 15 minutes ahead of prescribed start time
– YOU WILL HAVE MANY BREAKS SO PLEASE ABIDE BY THE
FOLLOWING:
– Turn off phones and other devices besides your computer
– Please do not browse email or other applications
– Please do not leave the session unless there is an emergency
– Please only ask questions at prescribed times (which there will
be many)
– And finally, raise your hand and let each person speak in turn
Simulation: Viewing Accounts

6. Knowledge Check
• This module will familiarize you with the end-to-end
• processes involved in Account Management.
• After completing this module, you will be able to:
• View Accounts
• Search Accounts using Account names and NPI values
• Filter Accounts based on identified attributes
• Identify different types of Accounts and its associated Contacts
• Create a new Account in the HCA Salesforce.com Application
• Update Accounts
• Associate one Account with one or more Contacts
• Copy Accounts
• Reactivate and deactivate Accounts
• Create parent–child Account hierarchy

7. Summary
Which flag will you check to indicate the involvement of multiple
contacts on an opportunity?
1. What are the different sales stages?
2. What are mandatory pieces of information to create an
opportunity from an account?
1. When is an opportunity created from samples?
2. When is an opportunity split?

8. Thankyou