The document discusses the navigation and user interface of a CRM web client. It describes the main UI elements as including a header bar and navigation bar for global navigation. Work center pages display shortcuts and access to CRM components through top-level menus. Individual pages contain information blocks organized by business processes.

1. Navigate Web UI
Ecomm Sale Support Ahmadu Lee

2. Common buttons
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3. Introduction to the UI:
Screens and Navigation Structure
The CRM WebClient UI consists of various
interface elements that enable the user to easily
display, search for, and maintain information.
These interface elements are used to provide
the best support for the user's needs.
With the exception of the navigation bar and
header, all the other UI elements are referred to as
pages.
In the following section, we briefly introduce the
main elements of the CRM WebClient UI:
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4. The main UI elements of the CRM
WebClient are
o Header Bar & Navigation Bar
o Work center
o Page
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5. Header & Navigation Bar
Functions often used to enter or access data
quickly are also included in the Navigation bar
The navigation bar enables easy global
navigation through the entire CRM
application and its components.
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6. Each link in the navigation area on the left can be executed by
a keyboard shortcut.
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7. Work Center Page & Home page
Home & work center pages are structured
by nformation blocks.
 These blocks represent independent units that are
organized according to the logical structure of
the underlying business processes.
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8. Example of the header and navigation bar. The area
outside this bar is called work area.
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10. The business functions available for specific roles are
grouped in work centers.
A work center page is a collection of business
functions that relate to the corresponding business area
(for example "Account Management" or "Sales
Operations"). Each top-level menu item in the
navigation bar on the left provides access to an
individual work center page that contains a set of
grouped shortcuts and provides access to all CRM
components related to the work center.
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11. Navigation Links
Shortcuts
Recent items
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13. 7. Inviting Multiple Parties to An Activity
•Ability to view attendees and invite multiple parties into
a follow up or current activity.
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15. 8. Activity Scheduling
•Ability to create recurring activities in one shot which
increases representative’s productivity as they can plan
and schedule long term activities.
•Generation of activities can be displayed in the sales
representative’s CRM calendar
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17. •Display My Open Tasks in CRM calendar
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18. Search team members
opened task
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22. Order number
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23. CONFIGURATION
LOOK UP
Customer billing
info
Customer shipping
info
Sales rep
info
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24. Shipment
reference
number
invoices
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25. OPEN
NOTES
NOTES
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27. Order reference number
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28. How Retrieve the email
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