User Guide

Scorecards

• Understanding Scorecards and Key Performance Indicators
• Using Scorecards
• Using Scorecard Views
• Drilling Down to Get Detailed Information
• Entering KPI Goals
• Viewing KPI Reports

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Dashboards

• Understanding Dashboards and Reports
• Finding Dashboards
• Using Dashboards
• Using Dashboard Filters
• Drilling Down
• Downloading Dashboards & Reports

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Search

• Search

Profiles

• Understanding Profiles
• Customer Profile
• Account Profile
• Household Profile
• Prospect Profile
• Lead Profile
• Center of Influence Profile
• Understanding Demographics

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Activities

• Understanding Activities
• Using My Queue
• Using Activity Queue
• Common Features for Activities
• Using Tasks
• Adding Opportunities
• Adding Referrals
• Adding Cases
• Reassigning Activities
• Using the Notes Tab
• Using the History Tab
• Using the Survey Tab

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Sales & Contact Management Tools

• Adding Additional Contact Information
• Recording a Contact
• Viewing History
• Forms

Leads and Prospects

• Leads and Prospects
• Adding Leads
• Adding a Prospect
• Using the Leads and Prospects Manager
• Promoting, Disqualifying and Reassigning Leads
• Demoting, Disqualifying and Reassigning Prospects
• Converting Prospects to Customers

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Centers of Influence

• Centers of Influence
• Working With Centers of Influence

Sales Reporting and Analytics

• Sales Pipeline
• Sales Analytics

Marketing Automation

• Understanding Marketing Automation
• Getting Access to Email Templates
• About SendGrid Email Templates
• Email Design Tips

Settings

• My Profile Settings

Profitability

• Understanding Profitability