Green Sheet Reference Data

The following are the Green Sheet Reference Data Menu options:

Option

Description

Basic Action Commitment

Allows you to enter a set of Best Action Commitment options for the Getting Commitment section.

Minimum Acceptable Action

Allows you to enter a set of Minimum Acceptable Action options for the Getting Commitment section.

Valid Business Reason

Allows you to enter a set of Valid Business Reason options.

Credibility

Allows you to enter a set of Credibility options.

Unique Strengths

Allows you to enter a set suggested Unique Strength options for the first field in the Giving Information section of the Green Sheet. The user must enter free text in the So What and Prove It fields. Picklists are not provided for these items as the CRM user needs to validate each Unique Strength independently.

Confirmation

Allows you to enter a set of Confirmation questions for the Getting Information section.

New Information

Allows you to enter a set of New Information questions for the Getting Information section.

Attitude

Allows you to enter a set of Attitude questions for the Getting Information section.

Getting Commitment

Allows you to enter a set of Action Commitment Questions for the Getting Commitment section.

Possible Basic Issues

Allows you to enter a set of Basic Issues Questions for the Getting Commitment section.

Basic Issues

Allows you to enter a set of Basic Issues for the Getting Commitment section.

Additional Debrief Notes Questions

Allows you to add additional questions to the Debrief Notes dialog box.

Label Customization

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

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.

See Working with Picklists for information on how to enter values for these picklists.



 

The following are the Gold Sheet Reference Data Menu options:

  • Trends

  • Opportunities

  • Strengths

  • Critical Vulnerability

  • Charter Statement

  • Focus Investments

  • Stop Investments

  • Sales Support Program

  • Information Needed

  • Activities

  • Additional Actions

  • eCoaching URL Definitions - 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.

     

See Working with Picklists for information on how to enter picklist values for these items.


 

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