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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)