Exercise #5: Create a New Account

This guide provides a step-by-step process for creating a new account, specifically tailored for managing group benefits. It simplifies the account creation process, ensuring users can efficiently navigate through essential fields and selections. By following this guide, users can streamline their workflow, enhance their sales opportunities, and maintain organized records, ultimately improving productivity and effectiveness in managing group benefits.

32 steps

Click in the "Search" field.

Click "Company",

Start typing the name of the company you want to find.

Click on the record that you were searching for.

From the selected record, click "Create an account".

Click the drop down arrow for "Process".

Select "Group Benefits".

Click the drop down arrow for "Objective".

Select "New Group Benefits".

Click the "Description" field.

Type a meaningful description for the nature of the sales opportunity.

Type "health and plan."

Click the "Contact" field.

Type the name of your contact in the first field.

Select the record for your Contact.

Click "OK".

Click the "Products / Services" field.

Check the box next to the most appropriate product.

You can select multiple options when you see a list with check boxes.

Click the "Categories" field.

Check the box next to the most appropriate product.

Click the drop down arrow for "Revenue Type".

Click the appropriate option.

Click the drop down arrow for "Confidence Rating".

Click the most appropriate option.

Change the Status to "In Progress".

Click the drop down arrow for "Default Key Fields".

Select "\*Managed Group Benefits".

From the Managed Group Benefits Key Field List, start to populate all of the relevant fields.

Click "Save" after completing the fields you need.

Click on the "Stage chevron" as you progress through the sales process.

Click "Set Stage".

Step

Exercise #5: Create a New Account

32 steps

Click in the "Search" field.

Click "Company",

Start typing the name of the company you want to find.

Click on the record that you were searching for.

From the selected record, click "Create an account".

Click the drop down arrow for "Process".

Select "Group Benefits".

Click the drop down arrow for "Objective".

Select "New Group Benefits".

Click the "Description" field.

Type a meaningful description for the nature of the sales opportunity.

Type "health and plan."

Click the "Contact" field.

Type the name of your contact in the first field.

Select the record for your Contact.

Click "OK".

Click the "Products / Services" field.

Check the box next to the most appropriate product.

You can select multiple options when you see a list with check boxes.

Click the "Categories" field.

Check the box next to the most appropriate product.

Click the drop down arrow for "Revenue Type".

Click the appropriate option.

Click the drop down arrow for "Confidence Rating".

Click the most appropriate option.

Change the Status to "In Progress".

Click the drop down arrow for "Default Key Fields".

Select "\*Managed Group Benefits".

From the Managed Group Benefits Key Field List, start to populate all of the relevant fields.

Click "Save" after completing the fields you need.

Click on the "Stage chevron" as you progress through the sales process.

Click "Set Stage".

Step