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The Personal Information Session. Brian Dycus July 2013. Agenda. Goal. Establish familiarity with building blocks of I ntelliworks Understand basic understanding of user features Get you primed for future training and self-directed learning. Building Blocks

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The Personal Information Session


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    Presentation Transcript
    1. The Personal Information Session Brian Dycus July 2013

    2. Agenda Goal • Establish familiarity with building blocks of Intelliworks • Understand basic understanding of user features • Get you primed for future training and self-directed learning • Building Blocks • Contact Record •Lifecycle Stage • Interactions • User Features • Views • E-blasts • Activity Manager

    3. Contact Record

    4. New Case Creation • Case Owner • Subject • Status

    5. Case Records

    6. Lifecycle Role/Stage Creation • Role / Stage • Primary Role • Modified Time

    7. Lifecycle Roles/Stage Records

    8. KCTCS Lifecycles

    9. Live View of IW Intelliworks • Contacts • Cases • Lifecycle Stages

    10. Views • Call lists • Email campaigns • Upcoming appointments

    11. Live View of IW Intelliworks • Date Range • Lifecycle Stage • Upcoming Tasks

    12. Email Campaigns

    13. Live View of IW Intelliworks • Email Template • Lead Targets • Campaign

    14. Widgets

    15. Discussion & Next Steps