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CRM Practical Assignment Submission Template

This document is a summary of an individual practical assignment for a Customer Relationship Management module. It lists 14 instructions completed by the student, including importing data, generating various reports from the data in tabular and summary formats, creating charts, polls and dashboards. All records were processed correctly and reports generated as required, demonstrating the student's ability to work with customer relationship management systems and tools.

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23 views14 pages

CRM Practical Assignment Submission Template

This document is a summary of an individual practical assignment for a Customer Relationship Management module. It lists 14 instructions completed by the student, including importing data, generating various reports from the data in tabular and summary formats, creating charts, polls and dashboards. All records were processed correctly and reports generated as required, demonstrating the student's ability to work with customer relationship management systems and tools.

Uploaded by

RealSos SiQ
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Course Title: Higher Nitec in XXXXX

Module Title/Code: Customer Relationship Management/ BS4009FP/ BS4009TT


In-module Assessment: Individual Practical Assignment

Name: Full Name and Index Number: Muhammad Zabid Bin Zulkarnain 11
NRIC: T0425234E
Class: BV2204O
Lecturer-in-charge: Mr Lloyd

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A total of 10 records is
imported and processed.
1. Instruction C - Report Submission (Import Data)

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All of the records
within the Country set
2. Instruction E - Report Submission (Tabular Report – Uniform Open Leads) as “SG”.

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3. Instruction F - Report Submission (Uniform Opportunity)

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4. Instruction G - Report Submission (Page Layout: Uniform Opportunity)

5
5. Instruction H - Report Submission (Close Reason)

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6. Instruction I - Report Submission (Chatter: Poll)

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7. Instruction J - Report Submission (Chatter: Question)

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8. Instruction K - Report Submission (Repeat Customer)

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9. Instruction L - Report Submission (Accounts Object: Uniform Customers)

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10. Instruction O - Report Submission (Tabular Report: Uniform Accounts)

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11. Instruction P (I) - Report Submission (Sales Report, Summary Report)

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12. Instruction P (II) - Report Submission (Sales Report, Matrix Report)

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13. Instruction Q - Report Submission (Dashboard: Monthly Uniform Sales)

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