Knowledge Base
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Introduction to Sales Access Manager
Blue Sheet
Green Sheet
Gold Sheet
Platinum Sheet
Relationship Maps
Funnel ScoreCard®
Sales Process Funnel TM
Admin
FAQ
Contact Sales & Support
Help Files for Version 5
Table of Contents
Table of Contents
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Introduction to Sales Access Manager
Blue Sheet
Green Sheet
Gold Sheet
Platinum Sheet
Relationship Maps
Funnel ScoreCard®
Sales Process Funnel TM
Admin
FAQ
Contact Sales & Support
Help Files for Version 5
Refine
Introduction to Sales Access Manager
Blue Sheet
Green Sheet
Gold Sheet
Platinum Sheet
Relationship Maps
Funnel ScoreCard®
Sales Process Funnel TM
Admin
FAQ
Contact Sales & Support
Help Files for Version 5
Home
Glossary
Introduction to Sales Access Manager
What is Sales Access Managerâ„ ?
System Requirements
Version 6.0: New Sheet Features
Blue Sheet
Blue Sheet - Version 6.0 New Features
Blue Sheet Overview
Toolbar Navigation- Blue Sheet
Icons and their Functions- Blue Sheet
Flags & Strengths
Adequacy of Current Position
Opportunity Details
Competition / Sales Funnel
Specify Competitors
Ideal Customer Profile
Buying Influences Involved
Summary of My Position Today
Possible Actions
Best Action Plan
Green Sheet
Green Sheet - Version 6.0 New Features
Green Sheet Overview
Green sheet navigation
Icons and their Functions- Green Sheet
Company Attendees
Single Sales Objective
Getting Started and Buying Influences
Giving Information
Getting Information
Getting Commitment
Debrief Notes
Gold Sheet
Gold Sheet - Version 6.0 New Features
Gold Sheet Overview
Toolbar Navigation- Gold Sheet
Icons and their Functions- Gold Sheet
About Roles
Selling Organization Team
Field of Play Strategic Players
Field of Play's Trends
Field of Play's Opportunities
Our Strategic Strengths
Our Critical Vulnerability
Position on the Buy-Sell Hierarchy
Charter Statement
Goals
Goal Detail Sections
Goal Description
Focus Investments
Stop Investments
Sales Support Programs
Information Needed
Activity
Best Actions
Revenue Targets
Single Sales Objectives
Additional Actions
Focus Investments- Not Goal Related
Stop Investments- Not Goal Related
Platinum Sheet
Platinum Sheet - Version 6.0 New Features
Platinum Sheet Overview
Toolbar Navigation- Platinum Sheet
Icons and their Functions- Platinum Sheet
Team Members
Channel Focus Alignment
Key Players
Situation Appraisal
Revenue Target
Channel Partnership Statement
Goals
Sales and Support Programs
Focus Investments
Stop Investments
Possible Actions
Action Plan
Best Possible Actions
Relationship Maps
Opportunity Relationship Map
Opportunity Relationship Map- Version 6.0 New Features
Opportunity Relationships Overview
Toolbar Navigation- Opportunity Relationship Map
About the Contact Boxes
Adding Contact Data
Removing a Contact Box
Defining Relationships
The Work Area
Account Relationship Map
Account Relationship Map- Version 6.0 New Features
Account Relationship Map Overview
Toolbar Navigation- Account Relationship Map
About the Contact Boxes
Adding Contact Data
Removing a Contact Box
Defining Relationships
The Work Area
Funnel ScoreCard®
Funnel Scorecard®- Version 6.0 New Features
Funnel ScoreCard® Overview
Toolbar Navigation- Funnel Scorecard®
Completing a Funnel Scorecard®
Modifying a Funnel Scorecard®
Sales Process Funnel TM
Sales Process Funnel - Version 6.0 New Features
Sales Process Funnel Overview
Toolbar Navigation- Sales Process Funnel
Funnel Filter
Opportunity Filter
Working with Saved Views
Viewing Opportunity Details
Admin
User Maintenance
About User Maintenance
Assigning User Licenses in the CRM
Assigning User Licenses in SAM
Setting User Language and Format Preferences
Edit User Profile Page
Exporting User List Data
Refresh User List
Reference Data Maintenance
Working with Picklists
About SAM Picklists
Entering Picklist Values
Changing Picklist Values
Deleting Picklist Values
Localizing Picklist Values
Setting Up Multiple Picklists
Blue Sheet Reference Data
Blue Sheet Reference Data
Blue Sheet Rating Descriptions
Label Customization
Green Sheet Reference Data
Gold Sheet Reference Data
Platinum Sheet Reference Data
Funnel or ScoreCard® Reference Data
Maintain ScoreCard® Criteria
Sales Process Funnel Stage Allocation
Sales Process Funnel Thresholds
Sales Process Funnel Selection Sorting & Defaults
Organization Options
Sales Process Funnel Selection Sorting and Defaults
Field Mapping
About Field Mapping
About Field Mapping
About Field Mapping Columns
How to Map a Field
Blue Sheet Mapping
Blue Sheet Mapping
Buying Influences Mapping
Green Sheet Mapping
Gold Sheet Mapping
Gold Sheet Account Mapping
Selling Team Mapping
Strategic Player Mapping
Revenue Target Mapping
Field of Play Mapping
Field of Play Strategic Player Mapping
Platinum Sheet Mapping
Funnel ScoreCard Mapping
Sales Process Funnel Mapping
Action Plan Mapping
User Mapping
Contact Mapping
Refresh Field List from CRM
Lock Manager
Advanced Setup
Ideal Customer Criteria Labels
Customizing the Worksheet Headers
Hiding Ideal Customer Criteria Lines
Product Registration
Custom Reports
Blue Sheet Reports
Green Sheet Reports
Gold Sheet Reports
Adding a New Worksheet to your CRM
Blue Sheet Custom Object Mapping
FAQ
User FAQ
Admin FAQ
Contact Sales & Support
Support and Sales Contacts
Help Files for Version 5
Blue Sheet Version 5
Green Sheet Version 5
Gold Sheet Version 5
Platinum Sheet Version 5
Funnel Scorecard® Version 5
Sales Process FunnelTM Version 5
Admin Help Files Version 5
Gold Sheet Version 5
Last Modified on 07/20/2016 11:58 am EDT