Reviewing CRM Information for Employees
In addition to entering employee information, you can use the Employee Detail program to review CRM-related employee information. This table lists the type of information that you can review, along with the description and location of the information:
Type of Information |
Description and Location |
---|---|
Provider Group |
You can review all of the provider groups that an employee is associated with. Provider group information is located on the Service tab of the Employee - Manage {Employee Name} form. |
Cases |
You can review all of the cases that an employee is associated with. You can use this information to search for cases associated with an employee:
Case information is located on the Service tab of the Employee - Manage {Employee Name} form. |
Opportunities |
You can review all of the active opportunities for which the employee is a member of the sales team. The opportunity information that you can review includes:
Opportunity information is located on the Sales tab of the Employee - Manage {Employee Name} form. |
Pipeline |
You can review the potential revenue associated with an employee by viewing the employee's pipeline. Pipeline information is located on the Sales tab of the Employee - Manage {Employee Name} form. |
Customers |
You can review all of the customers with which an employee is associated. If the employee is a member of a customer's sales team, the system displays that customer. Customer information is located on the Customer and Partner tab of the Employee - Manage {Employee Name} form. |
Parent Child Hierarchy |
You can review the parent child relationships for employees within the organization. The system displays, in hierarchical detail, the organizational structure of the selected employees. |
When you review CRM-related information for employees, some forms enable you to click the Expand Hierarchy or Collapse Hierarchy buttons to view information for the selected employee as well as the employee's subordinates.
For example, Jane Ryan has 12 employees who report to her. When you review customer information for Jane, you initially see only those customers whose sales teams include Jane. If you click the Expand Hierarchy button, the system displays all customers whose sales teams include Jane or one of her subordinates. If you click the Collapse Hierarchy button, the system removes information about the subordinates, and displays only Jane's information.