Ideal Customer Criteria Labels

You can change the label text in the Ideal Customer Profile section of the Blue Sheet. This is most often done if you are integrating Funnel ScoreCard® data with your Blue Sheet.

The following image shows how the Ideal Customer Criteria labels appears in the Blue Sheet in a default integration.


The following image shows the same section that has been customized for use with the Funnel ScoreCard® tool:




To customize the Ideal Customer Criteria labels:

  1. At the Sales Access Manager Admin Tool Main Menu, click Advanced Set up and then click Ideal Customer Criteria Labels. The ICC Field Label Maintenance page appears.

 

  1. Click the Edit link next to the desired label. A text entry box appears in the Value column

  2. Type the desired label name and click Update. The value is saved.

  3. Repeat steps 2 - 3 for each desired label.

  4. When you have finished customizing the labels, launch a Blue Sheet and verify the labels display correctly.




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