Hiding Ideal Customer Criteria Lines

The standard Ideal Customer Criteria section of the Blue Sheet has 5 lines as in the following example:

If your organization is using Funnel ScoreCard®, you may choose to display your Funnel ScoreCard® totals in place of the Ideal Customer Profile.

To hide Ideal Customer Criteria lines:

  1. In the Sales Access Manager Admin Tool Main Menu, click Advanced Set-up and then click Advanced Options. The Advanced Options page appears.

  2. Click the desired Hide Ideal Customer Criteria #<x>? checkboxes as desired and then click Save. The message, "Advanced Configuration Details have been saved" appears.

  3. Open a Blue Sheet to verify the changes appear as desired.


 

Field

Description

Enable Custom Logos?

Enables when checked / Disables when unchecked, a custom logo to display on the sheets and tools.

Blue Sheet Title

Allows the Blue Sheet title to be edited or customized.

Green Sheet Title

Allows the Green Sheet title to be edited or customized.

Gold Sheet Title

Allows the Gold Sheet title to be edited or customized.

Platinum Sheet Title

Allows the Platinum Sheet title to be edited or customized.

Miller Heiman Logo Position

Defines the horizontal position of the Miller Heiman logo in the applet header bar. Options are Left or Right, and default is Left.

Custom Logo Position

Defines the horizontal position of the custom logo in the applet header bar. Options are Left or Right, and default is Right.

Hide Ideal Customer Criteria #1-#5

Checking any of these five boxes will hide the Ideal Customer Criteria so it does not display on the Blue Sheet.

If you wished to map the three Funnel ScoreCard totals (Business, Opportunity & Combined Total) in place of the five ICC, then you would check #4 and #5 so they’re hidden in the Blue Sheet.


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