Gold Sheet - Version 6.0 New Features


 

1. Salesforce (SFDC) displays sub-accounts 5 levels deep.  SFDC also only shows opportunities in sub-accounts when the FOP is NOT mapped:

  • Single Sales Objective tab - includes opportunities associated with any sub-accounts related to the account;
  • The number of sub-accounts displayed is dependent on the CRM.

2. The Gold Sheet format allows Focus and Stop Investments to be associated with a Goal or entered into the Gold Sheet without a Goal.  

3. Contact Account and Title now display in the Gold Sheet Strategic Players Section in addition to the Contact Name.  

4. Strategic Players - Account and Title now display in addition to the Contact Name.

To view a video of the Gold Sheet functionality in Version 6.0, play the video below:



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