Blue Sheet Reference Data

The following are the Blue Sheet Reference Data Menu options:

Option

Description

Customer Criteria

Allows you to enter established Ideal Customer Criteria picklist options. See Working with Picklists.

Criteria Rating Descriptions

Allows you to enter the Ideal Customer Criteria rating descriptions. See Blue Sheet Rating Descriptions.

Strengths

Allows you to enter the Strength picklist options. See Working with Picklists.

Red Flags

Allows you to enter the Red Flag picklist options. See Working with Picklists.

Possible Actions

Allows you to enter Possible Action picklist options (for example, Set up a call, Create a proposal, and so on). See Working with Picklists.

Competitors

Allows you to enter Competitor picklist options. To use this picklist instead of your CRM's Competitor table, select Manual as the Competition Mapping option in Organization Options. See Working with Picklists.

eCoaching URL Definition

Allows you to change the eCoaching links that default to Miller Heiman GroupTM’s Knowledge base to links to your own internal sessions and best practices. This menu option is only available if you enable the eCoaching in Organization Options. Options are read-only until you set the eLearning/eCoaching Unlock Key in Organization Options.

Base Coverage Rating Descriptions

Allows you to enter the Base Coverage Rating Descriptions. See Blue Sheet Rating Descriptions.

Label Customization

Allows you to customize certain Blue Sheet field labels. See Label Customization.

Manager’s Notes Labels

Allows you to add custom Manager’s Notes fields.


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