LexisNexis

Web-Based InterAction 5.5 Opportunities

This Web-based course provides an overview of the InterAction Opportunities module. You will learn how end-users will work with Opportunities and how to configure the application. This course is targeted to those who will configure Opportunities and manage the Opportunities project.

Audience
Project managers, project team members, application administrators.

Prerequisites
Working knowledge of InterAction Windows and Web clients.

Duration
Three hours

Fees
$350 per person

Cancellation Policy
You may reschedule or cancel without penalty up to 10 business days prior to the course. If cancellation or rescheduling occurs within 10 business days of the first day of class, payment will be processed for the full price of the course. You may re-schedule for a future course subject to availability.

Location:
Web-based
To participate in this Web-based training class, you must have access to an Internet browser and a telephone. Log-on details will be provided in a separate e-mail once we have confirmed your reservation.

To ensure the trainer can provide sufficient individual attention to every participant, each registration allows a single person a single connection to the course. If you wish to have additional people share a connection, please register each person individually.

Course Outline

  1. Using InterAction Opportunities
    • My Opportunities
    • Overview Pages
    • Searching
    • Contact Lists
    • Forecasting
    • Opportunity Security Overview
    • Using Opportunities - Professional's Perspective
    • Using Opportunities - Management Perspective
    • Using Opportunities - Marketing Perspective
  2. Configuring Opportunities
    • Opportunity Types
    • Custom Fields
  • Opportunity Roles
  • Contact Lists and Distribution Lists
  • Configuration Options
  1. Security
    • General View Access Schemas
    • Detailed Access Rights
    • Restricted Party
    • Security Behaviors
    • Project Search Optimizer
    • Prioritisation of Detailed Access Rights
  2. Opportunity Forecasting and the Pipeline
    • Configuring
    • Security
    • Customising Reports
Upcoming Course Dates
Date(s) Days Time Location Version Fee     Open
Seats		 Register
Nov 5, 2008 1 10:00 a.m. to 1:00 p.m. CST Web-Based 5.6 $350 13   Customer Registration
  Partner Registration