The following table describes the fields on the Edit User Profile page.
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Field
Description
Name
The CRM user selected for edit.
Email
The CRM user's e-mail address.
Department
The CRM user's department identifier.
Blue Sheet
The CRM user's Blue Sheet access level. Check the box to the right of Blue Sheet for full access.
Green Sheet
The CRM user's Green Sheet access level. Check the box to the right of Green Sheet for full access.
Gold Sheet
The CRM user's Gold Sheet access level. Check the box to the right of Gold Sheet for full access.
Platinum Sheet
The CRM user's Platinum Sheet access level. Check the box to the right of Platinum Sheet for full access.
Funnel ScoreCard®
The CRM user's Funnel ScoreCard® access.
Sales Process Funnel™
The CRM user's Sales Process Funnel™ access.
Active
Whether or not the CRM user is a current Sales Access Manager user.
Administrator
Whether or not the CRM user also has SAM Administrator privileges.
Language
The CRM user's preferred language translation. Options are:
Use CRM Language
English
French
German
Spanish Latin
Spanish Europe
Italian
Japanese
Dutch
Chinese
Portuguese Brazil
Russian
Danish
Finnish
KoreanSelect Use CRM Language to apply the language settings from the CRM system.
NOTE:
If the CRM language is not supported by SAM, the language defaults to English.Date Format
The CRM user's preferred date format. Options are:
Use Org Default (uses default set in Organization Options)
mm/dd/yyyy
dd/mm/yyyy
yyyy/mm/dd
Number Separator
The CRM user's preferred number separator. Options are:
1,000,000
1.000.000
Adequacy of Position?
Whether or not to prompt the user to update the Adequacy of Current Position sliding scale whenever they exit a Blue Sheet.
Buying Influences?
Whether or not to prompt the user to update the Buying Influences whenever they exit a Blue Sheet.
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