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, this will allow you to select a subset of Sheet Type (Opportunity Type) and/or Product filter criteria in the Opportunity Filter dialog box in the Sales Process Funnel™ tool.

If your organization is not using the Sales Process Funnel™ tool or if you do not want extra filter criteria fields, you do not need to map these fields.

To access the Sales Process Funnel™ Mapping page:

  •  At the Sales Access Manager Admin Tool Main Menu, click Field Mapping and then click Funnel ScoreCard® Mapping. The Funnel ScoreCard® Mapping page appears.

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