Datasheet

Chapter 5: Managing Territories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Setting Up Sales Territories ..........................................................................64
Managing Territories .....................................................................................67
Chapter 6: Managing Business Units and Teams . . . . . . . . . . . . . . . . .69
Managing Business Units ..............................................................................69
Managing Teams.............................................................................................71
Creating teams......................................................................................72
Assigning users to teams.....................................................................73
Chapter 7: Using the Product Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Overview of the Product Catalog.................................................................75
Getting to the Product Catalog Window......................................................76
Creating a Discount List................................................................................77
Creating a Unit Group....................................................................................80
Creating a Price List.......................................................................................82
Adding Products.............................................................................................85
Chapter 8: Understanding Security and Access Rights . . . . . . . . . . . .89
Security Overview..........................................................................................90
Setting Restrictions with User Privileges....................................................91
Further Defining Permissions with Access Levels.....................................91
Looking at Predefined Roles.........................................................................92
Assigning Roles ..............................................................................................94
Sharing Information with Others on Your Team ........................................95
Defining a team .....................................................................................95
Sharing and assigning ..........................................................................95
Unsharing ..............................................................................................95
Sharing and Not Sharing Data.......................................................................96
Sharing records.....................................................................................96
Sharing multiple records.....................................................................98
Unsharing records................................................................................98
Assigning records.................................................................................99
Streamlining the assignment of permissions..................................100
Chapter 9: Implementing Business Rules and Workflow . . . . . . . . .101
Workflow Components ................................................................................102
Limitations of Workflow ..............................................................................102
Creating Workflow Rules .............................................................................103
Testing a new rule ..............................................................................108
Creating On-Demand (manual) rules ...............................................109
Creating follow-up rules ....................................................................110
Testing a manual rule.........................................................................112
Monitoring Your Workflow..........................................................................112
xiii
Table of Contents
02_343258-ftoc.qxp 6/4/08 12:09 AM Page xiii