Gold Sheet Mapping

Articles

Gold Sheet Account Mapping
The Gold Sheet Mapping page lets you map the fields from the Gold Sheet applet to the appropriate fields in your CRM system. To access the Gold Sheet Mapping page: At the Sales Access Manager Admin Tool Main M...
Selling Team Mapping
The Selling Team Field Mapping page displays fields available for mapping to information on individuals involved in selling to the account. These fields are displayed in the Selling Organization Team section of the Gold Sheet applet. The CRM use...
Strategic Player Mapping
The Strategic Player Field Mapping page displays fields available for mapping to information on individuals involved in the Field of Play for the account. These fields are displayed in the Field of Play Strategic Players section of the Gold Shee...
Revenue Target Mapping
The Revenue Target Field Mapping page displays fields available for mapping to goal information for the account. These fields are displayed in the Revenue Target tab in the Goal section of the Gold Sheet applet. The CRM user updates these fields...
Field of Play Mapping
You can enable more than one Gold Sheet for an Account to accommodate Fields of Play. For example, an Account might be divided geographically into West Coast and East Coast Fields of Play. In this scenario, you could set up two Gold Sheets for one a...
Field of Play Strategic Player Mapping
The FOP Strategic Player Field Mapping is the same as the Strategic Player Mapping, except it pertains to the custom FOP object which allows multiple Gold Sheets to be saved to an Account. 1. To access the ..FOP Strategic Player Mapping functionali...