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You will note that some of the menus are embedded several times, containing up to four levels of submenus. When planning your own menus we recommend that you build menus from the lowest function to the highest. This generally means planning functions on paper prior to building menus in the system.
Menu Name | Navigation Prompt | Function | Description |
---|---|---|---|
AS_ | To Dos List | List and assign action items | |
EVENT_ | Events | Submenu for event management | |
ADMINISTRATOR | Event | Enter event name and description | |
Event Offering | Schedule event offering | ||
Event Facility | Define event facility | ||
Letters | Create event-related letters | ||
Event Enrollment | Enroll contacts for event offerings | ||
Event Merge | Prepare event letter merge files | ||
Invitations | Submenu to prepare invitational mailings | ||
Letter | Prepare letter | ||
Collateral | Define collateral pieces | ||
Lists | Define lists | ||
Mail Blitz | Define mail blitz | ||
Warehouse Merge | Prepare invitation letter merge | ||
Scripts | Define promotional or evaluation scripts | ||
Find Account or Contact | Find account or contact | ||
Personal Profile | Profile user values to enter your own personal user options | ||
Table A - 1. Event Administrator (Page 2 of 2) |
Menu Name | Navigation Prompt | Function | Description |
---|---|---|---|
AS_FIELD_ | To Dos List | Use to organize action items | |
SALES_ | Account Management | Submenu for accounts and contacts | |
REPRESENTATIVE | Find Account | Find account or contact information | |
Dossier | Review customer dossier | ||
Opportunity Management | Manage your sales opportunities | ||
Forecasting | Forecasts to your management | ||
Mailings | Submenu to prepare contact mailings | ||
Collateral Package | Send collateral package | ||
Letters | Prepare letters | ||
Personal Collateral | Prepare personal collateral kits for customer mailings | ||
Table A - 2. Field Sales Representative (Page 1 of 1) |
Menu Name | Navigation Prompt | Function | Description |
---|---|---|---|
AS | To Dos List | Use your To Dos list | |
LEAD | Find account or contact | Find account or contact information | |
GENERATOR | Process mail response | Process inbound reply cards | |
Mailings | Submenu to prepare contact mailings | ||
Collateral Package | Send collateral package | ||
Lists | Define lists | ||
Letters | Prepare letters | ||
Collateral Kits | Prepare collateral kit for personal use | ||
Personal Profile | Enter your own personal profile values here | ||
Profile User Values | |||
Table A - 3. Lead Generator (Page 1 of 1) |
Menu Name | Navigation Prompt | Function | Description |
---|---|---|---|
AS_ | To Dos List | To Dos items | Use your To Dos list |
MARKETING_ | Mailings | Submenu to prepare contact mailings | |
MANAGER | Collateral Package | Send collateral package | |
Lists | Define lists | ||
Mail Blitz | Prepare for large promotional mailing | ||
Collateral | Send collateral | ||
Letter | Prepare letters | ||
Personal Collateral | Assemble personal collateral kits | ||
Collateral Categories | Define collateral categories | ||
Letter Merge | Prepare letter merge file | ||
Events | Submenu for event management / manage promotional events | ||
Event | Enter event name and description | ||
Event Offering | Schedule event offering | ||
Event Facility | Define Event facility | ||
Letters | Create event-related letters | ||
Event Enrollment | Enroll contacts for event offerings | ||
Event Merge | Prepare event letter merge files | ||
Advertisement | Define advertisements | ||
Scripts | Scripts | Define call or mail scripts | |
Programs | Programs | Define marketing programs | |
Copy Promotions | Copy promotion | Define new promotion by copying | |
Mail Response | Process mail | Process inbound reply cards | |
Word Processors | Word processor program | Define word processors | |
Personal profile | Profile options | Profile user values | |
Table A - 4. Marketing Manager (Page 2 of 2) |
Menu Name | Navigation Prompt | Function | Description |
---|---|---|---|
AS_ | To Dos List | Submenu to manage To Dos items | |
SALES_ | List | Use your list schedule and track To Doss items | |
MANAGER | Reassign | Reassign action items to others | |
Account Management | Submenu to manage accounts | ||
Find account or contact | Find account or contact information | ||
Contacts | Enter contact detail | ||
Dossier | Review customer information | ||
Customer Relationship | Define customer relationships | ||
Opportunity Management | Manage your opportunities | ||
Forecasting | Forecast your sales | ||
Mailing | Submenu to manage mailings | ||
Collateral Package | Send collateral packages | ||
Letters | Prepare letters | ||
Collateral Kits | Prepare collateral kits | ||
Personal Profile | Profile User Values | Create your personal profile options | |
Table A - 5. Sales Manager (Page 2 of 2) |
Menu Name | Navigation Prompt | Function | Description |
---|---|---|---|
AS_SALES_ | To Dos Lists | Submenu to manage To Dos list | |
AND_ | List | List of action items on To Dos list | |
MARKETING_SUPERUSER | Reassign | Reassign items to others | |
Account Management | Submenu of items related to account management | ||
Find account or contact | Find account or contact information | ||
Contacts | Enter contact detail | ||
Dossier | Review customer information | ||
Customer Relationship | Define customer relationships | ||
Opportunity Management | |||
Forecast | Forecast to your management | ||
Process Mail Response | Process inbound response cards | ||
Mailings | Submenu to prepare promotional mailings | ||
Collateral Package | Send collateral package | ||
Mail Blitz | Define mail blitz | ||
Letter | Prepare letters | ||
Collateral | Define collateral pieces and kits | ||
Collateral Kit | Prepare collateral kit for personal distribution | ||
Warehouse Merge | Prepare fulfillment letter merge file | ||
Lists | Define lists | ||
Events | Submenu for event management / manage promotional events | ||
Event | Enter event name and description | ||
Event Offering | Schedule event offering | ||
Event Facility | Define event facility | ||
Letters | Create event-related letters | ||
Event Enrollment | Enroll contacts for event offerings | ||
Event Merge | Prepare event letter merge files | ||
Promotions | Submenu for promotional campaigns | ||
Advertisements | |||
Scripts | |||
Promotions | |||
Copy Promotions | |||
Concurrent Reporting | Submenu - Standard report submission and view report for Forms 4.0 | ||
Run | Run report | ||
View | View report | ||
Set | Request sets (user mode) | ||
Setup | |||
Personal Profile | |||
Quick Codes | |||
Sales Organization | Submenu for sales organization structure | ||
Account | Account structure | ||
Executive job | |||
Current environment | |||
Word replacement rules | |||
Opportunities | |||
Interests | |||
Promotions | |||
Word Processors | |||
Collateral categories | |||
Remote | Perform remote options | ||
Word Processor | |||
Collateral setup | |||
Personal Profile | Enter your personal profile options | ||
Purge | Purge notes | ||
Table A - 6. Sales and Marketing Super User (Page 3 of 3) |
Menu Name | Navigation Prompt | Function | Description |
---|---|---|---|
AS_TERRITORY_ | To Dos | Submenu to manage action items | |
MANAGER | List | List all To Dos items | |
Reassign | Reassign To Dos item to another | ||
Sales Organization | Submenu to deal with hierarchy | ||
Sales Force | Define sales force | ||
Sales Groups | Define sales groups | ||
Territories | Submenu for territories | ||
Territory - Listing of territories | |||
Type - Type of territory | |||
Groups - Groups associated in territory | |||
Accesses - Set access privilege | |||
Qualifiers | |||
Utilities | |||
Sales Quotas | Assign sales quotas | ||
Sales-Related | Identify sales and marketing jobs | ||
Personnel | Submenu to set up personnel structure | ||
Organizations (F4 Define Organization) | |||
Locations (F4 Define Location) | |||
Jobs (F4 Define Jobs) | |||
Employees (F4 Enter Employee) | |||
Find Account | Find account or contact information | ||
Find Opportunity | Find opportunity information | ||
Concurrent Reporting | Submenu - Standard report submission and view report for Forms 4.0 | ||
Run | Run report | ||
View | View report | ||
Set | Request sets (user mode) | ||
Personal Profile | Enter your personal profile options | ||
Table A - 7. Territory Administrator (Page 2 of 2) |
Menu Name | Navigation Prompt | Function | Description |
---|---|---|---|
AS_SYSTEM_ | Security | Submenu for security | |
ADMINISTRATOR | User | Submenu for Users | |
Define Users | |||
Monitor user participation | |||
Menu Name | |||
Define Menu Name | |||
Request | |||
Value Set -submenu Define/Assign | |||
Terminal - submenu Assign/Group | |||
Oracle | Submenu for Oracle | ||
Register | |||
Data Group | |||
AuditTrail | Submenu for Audit | ||
Install | |||
Groups | |||
Tables | |||
Concurrent | Submenu for concurrent processes | ||
Requests | |||
Set | |||
Manager | Submenu for management | ||
Administer | |||
Define | |||
Workshifts | |||
Rule | |||
Program | Submenu for programming | ||
Define | |||
Executable | |||
Types | |||
Databases | |||
Profile | Submenu for profile settings | ||
System | |||
Personal | |||
Application | Submenu for application | ||
Register | |||
Function | |||
Menu | |||
Validation | Submenu for validation | ||
Set | |||
Values | |||
Flexfield | Submenu - See Oracle System documentation | ||
Key | |||
Descriptive | |||
Flexbuilder | |||
Document | Submenu for documentation | ||
Define | |||
Categories | |||
Assign | |||
Currency | |||
Install | |||
Information | |||
Printer | Submenu for printers | ||
Register | |||
Types | |||
Style | |||
Driver | |||
Nodes | |||
Terminals | |||
Requests | Submenu for concurrent processes | ||
Requests | |||
Set | |||
Manager | Submenu for management | ||
Table A - 8. System Administrator (Page 3 of 3) |
Menu Name | Navigation Prompt | Function | Description |
---|---|---|---|
AS_ | Event Letter Merge | Merge event letters | |
WAREHOUSE_ | Fulfillment Letter Merge | Merge fulfillment letters | |
ADMINISTRATOR | Send Collateral Package | Review collateral package requests | |
Table A - 9. Warehouse Administrator (Page 1 of 1) |
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