Field Mapping

Articles

Green Sheet Mapping
The Green Sheet Mapping page lets you map the fields from the Green Sheet applet to the appropriate fields in your CRM system. To access the Green Sheet Mapping page: At the Sales Access Manager Admin Tool Main Me...
Sales Process Funnel Mapping
The Sales Process Funnel™ Mapping page displays fields available for mapping to display additional filter criteria in the Sales Process Funnel™ tool. If you map the Industry Type and/or Product Sales Process Funnel™ items, th...
Action Plan Mapping
You can choose to have a new task created in the CRM whenever a CRM user selects an action as a Best Action and saves the applicable Blue Sheet or Gold Sheet. To implement this: If applicable, map the Best Action Plan item to writ...
User Mapping
You can maintain Sales Access Manager license assignments using the Sales Access Manager Admin Tool or using the CRM Administrator function. You only need to map user data if you are maintaining license assignments in the CRM. To access...
Contact Mapping
The Contact Mapping page allows for extended search capability on Contact information within the worksheets (typically in Buying Influences and Field of Play Strategic Players). All Contact Mapping fields are read in from the CRM. ...
Refresh Field List from CRM
When you click on the Refresh Field Lists link in the Field Mapping menu, the Table List and Field List connectors update the Field Mapping pages with any new CRM field(s) to be available for mapping. The message, "Field Definitions have ...