Market — Learning Path

Learning Paths › Market

This learning path is for market operations users who need to organize customer, supplier, project, and registration information in the Market app. After completing it, learners will be able to work confidently with core market records, support day-to-day project and registration activity, and review their market portfolio using the available Market screens.

Learning objectives

• By the end of this path you can … distinguish the purpose of client, principal, account, project, and registration records.
• By the end of this path you can … locate and maintain client and principal information in the Market app.
• By the end of this path you can … use account and project records to support ongoing market work.
• By the end of this path you can … manage registrations as part of operational follow-up.
• By the end of this path you can … review projects and registrations to prioritize periodic market activity.

Prerequisites

• Access to the Market app.
• Permission to view and, where required, update records in the Market areas used by your organization.
• Familiarity with your organization’s clients, principals, accounts, projects, and registration processes.
• Awareness of the information your organization expects to be recorded for market work.

Module 1: Establish the market record foundation

Build a consistent understanding of the core organizations and accounts that support market activity.

Lesson 1.1: Work with client records

When you need to capture or review information about a customer organization, start with the client record rather than storing the information elsewhere. Open Clients, locate the relevant client, and review or maintain the information available on that record according to your organization’s process.

Practice task: Open Clients and review one client record that you may need for upcoming market work.

Lesson 1.2: Work with principals and accounts

When market work involves a principal organization or an account, use the appropriate record type so that information is kept in the correct place. Open Principals to work with principal records, and use accounts when your task concerns an account record. Confirm which record type matches the business situation before maintaining information.

Practice task: Open Principals and accounts, then identify which screen you would use for one principal-related task and one account-related task.

Module 2: Support active market work

Use projects and registrations to record and follow operational work as it happens.

Lesson 2.1: Manage market projects

When a market initiative needs to be tracked as a project, use Projects. Locate the relevant project record, review the information available for the initiative, and maintain the project record as needed for your organization’s workflow.

Practice task: Open Projects and review a project that is relevant to your current market activity.

Lesson 2.2: Record and follow up on registrations

When a registration requires attention, use Registrations to locate and manage its record. Review the registration information available in the screen and update or follow up on it in line with your organization’s registration process.

Practice task: Open Registrations and identify one registration that requires review or follow-up.

Module 3: Review and prioritize the market portfolio

Bring together project and registration work to support ongoing oversight and timely action.

Lesson 3.1: Review active project work

When preparing for a market review, begin with Projects to assess the project records that need attention. Review the available project information, identify records that require action, and use the project record as the basis for your follow-up.

Practice task: Use Projects to select one project for follow-up and note the action you need to take outside the app.

Lesson 3.2: Perform a registration follow-up review

When performing periodic operational follow-up, use Registrations to review registration records alongside your active work. Focus on the registrations that require a response, confirmation, or other next step under your organization’s process.

Practice task: Review Registrations and create a short priority list of two registrations to address.

Final assessment

1. A customer organization contacts you and you need to review the organization’s market information. Which screen should you use first?

2. You are asked to update information about an organization that acts as a principal. Which screen is appropriate?

3. A market initiative is being tracked and you need to review its record before taking follow-up action. Where should you go?

4. You are preparing a periodic review of items requiring registration-related follow-up. Which screen should you use?

5. You need to decide whether a task belongs on a principal record or an account record. What should you do before making changes?

Answers

1. Clients. This is the Market screen for working with client records.

2. Principals. Principal-related information belongs in the principal record area.

3. Projects. Projects is the appropriate screen for reviewing and maintaining market project records.

4. Registrations. Registrations is used to review and manage registration records requiring follow-up.

5. Identify whether the business situation concerns a principal or an account, then use Principals or accounts accordingly. Selecting the correct record type keeps market information organized in the proper location.