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Lock Manager
Sales Access Manager can lock a record when the user times out or closes their browser incorrectly. The lock does not lock out the user who caused the lock—it only locks out other users. The Lock Manager menu item only appear...
Product Registration
The Blue Sheet, Gold Sheet, Green Sheet, and Platinum Sheet applets require a product key that contains licensing information for the applicable organization. The Sales Process Funnel™ and Funnel ScoreCard® tools require an additional pr...
Adding a New Worksheet to your CRM
Depending on your CRM, all three worksheets and their appropriate fields and applet information or text links may have been installed automatically during your initial implementation.  If you want to license a new worksheet, it is simply...
Blue Sheet Custom Object Mapping
In Salesforce, the Blue Sheet can be associated with non-standard SFDC objects. This is useful when you wish to launch the Blue Sheet from a Project or other object besides the standard Opportunity object.   Please contact Miller Hei...