New Articles

  1. Field of Play Strategic Player Mapping

    Created on: 11/10/2016 in Admin Field Mapping Gold Sheet 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...

  2. Field of Play Mapping

    Created on: 11/04/2016 in Admin Field Mapping Gold Sheet 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...

  3. Sales Process Funnel Selection Sorting and Defaults

    Created on: 11/04/2016 in Admin Reference Data Maintenance
    You can define the order in which you would like the Sales Process Funnel custom filters to display. 1. At the SAM Admin Tool Main Menu, click Reference Data Maintenance. The Reference Data Maintenance page is displayed. 2. Select the Funnel ...

  4. Admin Help Files Version 5

    Created on: 07/20/2016 in Help Files for Version 5

  5. Sales Process FunnelTM Version 5

    Created on: 07/20/2016 in Help Files for Version 5

  6. Funnel Scorecard® Version 5

    Created on: 07/20/2016 in Help Files for Version 5

  7. Platinum Sheet Version 5

    Created on: 07/20/2016 in Help Files for Version 5

  8. Gold Sheet Version 5

    Created on: 07/20/2016 in Help Files for Version 5

  9. Green Sheet Version 5

    Created on: 07/20/2016 in Help Files for Version 5

  10. Blue Sheet Version 5

    Created on: 07/20/2016 in Help Files for Version 5