Edit User Profile Page

The following table describes the fields on the Edit User Profile page.

Field

Description

Name

The CRM user selected for edit.

Email

The CRM user's e-mail address.

Department

The CRM user's department identifier.

Blue Sheet

The CRM user's Blue Sheet access level. Check the box to the right of Blue Sheet for full access.

Green Sheet

The CRM user's Green Sheet access level. Check the box to the right of Green Sheet for full access.

Gold Sheet

The CRM user's Gold Sheet access level. Check the box to the right of Gold Sheet for full access.

Platinum Sheet

The CRM user's Platinum Sheet access level. Check the box to the right of Platinum Sheet for full access.

Funnel ScoreCard®

The CRM user's Funnel ScoreCard® access.

Sales Process Funnel™

The CRM user's Sales Process Funnel™ access.

Active

Whether or not the CRM user is a current Sales Access Manager user.

Administrator

Whether or not the CRM user also has SAM Administrator privileges.

Language

The CRM user's preferred language translation. Options are:

Use CRM Language
English
French
German
Spanish Latin
Spanish Europe
Italian
Japanese
Dutch
Chinese
Portuguese Brazil
Russian
Danish
Finnish
Korean

Select Use CRM Language to apply the language settings from the CRM system.


NOTE:
If the CRM language is not supported by SAM, the language defaults to English.

Date Format

The CRM user's preferred date format. Options are:

Use Org Default (uses default set in Organization Options)

mm/dd/yyyy

dd/mm/yyyy

yyyy/mm/dd

Number Separator

The CRM user's preferred number separator. Options are:

1,000,000

1.000.000

Adequacy of Position?

Whether or not to prompt the user to update the Adequacy of Current Position sliding scale whenever they exit a Blue Sheet.

Buying Influences?

Whether or not to prompt the user to update the Buying Influences whenever they exit a Blue Sheet.
 



© 2016 Miller Heiman Group. All rights reserved.