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1_ CRM & navigate - USER 🇬🇧
Maxime Celda
Created on October 10, 2024
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Transcript
1_ CRM & navigate
HIPE
start here
between 10 and 15 min
Question 1/14
Introduction
You can select more than one answer
Send answer(s)
Question 2/14
01_ To log in
Send answer(s)
Password forgotten
Reminder
Next
Question 3/14
02_ The interface
Send answer(s)
Change language
Reminder
Next
Question 4/14
02_ The interface
You can select more than one answer
Send answer(s)
Navigation bar
Reminder
Next
Question 5/14
02_ The interface
Send answer(s)
Synchronize outlook
Reminder
Next
Question 6/14
03_ CRM
Drag answers up or down to put them in the right order.
Send answer(s)
CRM HIPE nesting logic
Reminder
Next
Question 7/14
03_ CRM > Companies
You can select more than one answer
Send answer(s)
'Companies' actions button
Reminder
Next
Question 8/14
03_ CRM > Companies
You can select more than one answer
Send answer(s)
Tabs in a company
Reminder
Next
Question 9/14
03_ CRM > Contacts
You can select more than one answer
Send answer(s)
Create a contact
Reminder
⚠️
⚠️
The email address is mandatory only if this contact is to have access to HIPE.
⚠️
Next
Question 10/14
03_ CRM > Projects
You can select more than one answer
Send answer(s)
Question 11/14
03_ CRM > Documents, activities & notes
You can select more than one answer
Send answer(s)
To view a larger image, click on the blue magnifying glass icon
💡
Question 13/14
04_ Tasks
You can select more than one answer
Send answer(s)
Question 14/14
05_ HIPE roles
Drag answers up or down to put them in the right order.
Send answer(s)
HIPE user role logic
Reminder
Next
Quiz terminé!
Merci d'avoir participer au Quiz HIPE. Bravo pour cette progression !