CIS Certified International Specialist Sales Manager World User Manual

Transcription

1 CIS Certified International Specialist Sales Manager World User Manual Version : 2.0. Status : Published Created by : Dean Ivancevic, Jan Fiala and Jan Brichta Date : November

2 CONTENTS 1. CIS SALES MANAGERS WORLD Login & ACCESING THE PORTAL HOME PAGE REINFORCEMENT SESSIONS & SELLING GPI SESSIONS SESSION INVITATION MY TEAM & RESOURCES MY PROFILE

3 1. CIS Sales Managers World 1.1. Login & Accessing The Portal To access the portal please follow this link: Type your address and use password that you received in your DHL inbox. In case it is not working please try using the forgotten password option. To log into Sales Managers world, if you are accessing Facilitator World you will need to scroll at the bottom of the page and click on Manager

4 2. HOME PAGE The user interface is much more intuitive in this iteration of the Portal. Five areas are available from the home page: Reinforcement Sessions from here you can create and keep track of Sales Reinforcement Sessions in your Country. Selling GPI Sessions from here you can create and keep track of Selling GPI Sessions My team track progress of Reinforcement Session per your team members Resources storage of all files necessary to facilitate Reinforcement and Selling GPI Session. Artwork and other most updated material can be found here. Easy to download. Multi language versions. This is the ultimate place for the latest versions of all files. My Profile covered on the previous page. You will use it once when you log in for the first time to provide your data. Changes to your password, another photo of you or changed telephone number all through this function. Other than that, you will not need to visit this function. To get back to Home Page just click on the CIS logo in the upper left corner

5 2.1. Reinforcement Sessions & Selling GPI Sessions You enter from - to dates to each session. Also, the dates can be now changed even after invitations have been sent out. You can input the time when the Session starts in the morning and you can input the time when the Session day ends. This is a straightforward screen. Before you start nominating participants to a session, you need to create the session first. Drop down menu and calendar is prepared to help you to insert required data. The only thing you need to type in is the place, e.g. London. The new session is created by clicking on the Submit button below. You will be able to choose from 14 languages. After creating the Session you will have 4 options on this page: Go Back go to previous page Edit details change details of the Session Send Invitations Manage and send invitations to participants Delete the Session Delete - 5 -

6 Once you have created a new session, it is time to nominate participants, invite them to your newly created session, etc. Session you created will be listed under Sessions screen and you will have to click on it in order to nominate participants. Notice the green box on the right. It will always help you by telling you what needs to be done at any step of the process

7 2.2. Sessions Invitation Standard invitation is prepared for you to send out. Note that it is already populated with the date and place of your session. s are personalized; participants are invited by using their first names. You may insert any text you wish into any place of the text. It is up to you to add the additional info in the standard text. While this application is in English, the invitation s will be in a language selected by you earlier on. You can either save the or save and send in one go. s will be sent to addresses you inserted in the Nominations part. s will be sent from your address

8 2.3. My team & Resources On My team page you can find the list of your team members and their status in the Reinforcement session. Resources On Resources page you can find materials for the Reinforcement and GPI Session on multiple languages available for download

9 2.4. My Profile This is your page! Please complete all fields if you can. The name you put in will be used in all invitation s you will be sending out to participants. Your address is already in the system. It will be used as From address in all e- mails you ever send from this platform. If you wish to upload your photograph, the option is still there. At the bottom of this page you will find preferred languages. Please let us know: in which language you can receive trainings, in which language you are happy to deliver sessions. At the very bottom of the page you can change your password - 9 -