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The Personal Information Session

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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  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

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