Broker CRM User Reference Guide - Aflac Login

Broker CRM User Reference Guide

Getting Started ? Desktop:

Recommended Browsers:

For best performance/experiences please use the following browsers/operating systems: ? Internet Explorer (IE) 11 ? Chrome ? Safari

Logging In:

1. Go to

1. Enter your email & password: _____________________

2. You are now ready to go.

Confidential ? For Informational and Training Purposes Only. These materials contain proprietary information and material

that is owned by Aflac and/or its licensors, and is protected by applicable intellectual property and other laws, including

but not limited to copyright. By accessing these materials, you agree that you will not use such proprietary information or

materials in any way whatsoever except for informative and training purposes only. You further agree not to modify, loan,

sell, distribute, or create derivative works based on these materials. Any use not specifically permitted herein shall be

considered to be a material breach of your Agent's contract with Aflac and is strictly prohibited. Any use not specifically

permitted herein is strictly prohibited and may subject you to civil and criminal penalties. Aflac herein refers to American

Family Life Assurance Company of Columbus and/or American Family Life Assurance Company of New York and/or

Continental American Insurance Company and/or Continental American Life Insurance Company.

N160299

10/16

Getting Started ? Mobile:

Recommended Browsers:

For best performance/experiences please use the following operating systems:

Platform

iOS Android

Windows Phone 8.1 Windows Phone 10

Versions

8.1 and above

1 GB

4.4,5.0, 6.0

1 GB

8.1 and 10

1 GB

RAM (minimum)

Logging In: iPhone:

1. Go to the app store

2. Search for Microsoft Dynamics

3. Select this icon & click "Get"

4. Click "Open" once the app has downloaded

5. Enter CRM Web address:



6. Enter email and password: (provided separately)

[Type text]

Logging In: iPad:

1. Go to the app store

2. Search for Microsoft Dynamics

3. Select this icon & click "Get"

4. Click "Open" once the app has downloaded

5. Enter CRM Web address:



6. Enter email and password: (provided separately)

7. Enter Aflac username & password

8. You are in!

3

Tips & Terms

Tips:

1. Browser works best at 100% zoom a. For ex: Next stage button in an Opportunity may not be visible if not at 100%

2. Save options a. Save button at the top left of the screen b. Disk button on the bottom right of the screen

3. Required fields are indicated with an *

Terms:

1. Case ? a prospective customer (can be found & added under the "Account" section) 2. Group ? existing customer with inforce premium (can be found & added under the "Account" section) 3. Brokers ? agents (can be found & added under the "Account" section)

4

Command Bar

The Command bar is used to navigate through the CRM system. It will be integral in usage and will be used to select what you want to do next.

My Work: Dashboards: Reporting functions. Currently under development Activities: Shows open tasks, appointments, follow up, etc. Calendar: Reports

Customers: Accounts: Businesses that are/become Aflac customers Contacts: Rolodex of all contacts in your CRM ? account contacts, lead contacts, etc.

Sales: Opportunities: Business leads who have been qualified and who have accepted a DM presentation

Extensions: Proposals:

5

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download