Index
A
| Account Manager Account Manager |
| Account Plan |
| Access Access Levels for Team Members |
| Creating Creating a New Account Plan |
| Deleting Deleting an Account Plan |
| Plan Type Setting the Plan Type |
| Settings Editing Plan Settings |
| Solution Families Solution Families |
| Solutions Solutions in an Account Plan |
| Tooltips Solution Tooltips |
| Account Plan Type Setting the Plan Type |
| Solutions Default Solutions |
| Altify Max Altify Max |
| Chatter Collaborate Via Chatter |
| Disabling Disabling Chatter for an Account Plan |
| Monthly Enabling Automatic Chatter Monthly Summaries |
| Competitors Market Landscape |
| Customer Insight Panel Account Summary Launchpad |
| Default Solutions Default Solutions |
| Executive Briefing Generating an Executive Briefing |
| Filtering the Opportunity Map Filtering the Opportunity Map |
| Generating Outputs Generating Outputs |
| Import Opportunities Bulk Opportunity Import |
| Insight Map Insight Map |
| Market Landscape Market Landscape |
| Max Altify Max |
| Drop-down Max Drop-Down in Account Manager |
| Max in Plan Overview Max Section in Plan Overview |
| Multi-Currency Multicurrency Account Plans |
| Objectives Objectives |
| Objectives and Actions OBJECTIVES and ACTIONS LIST |
| Actions Working With Actions |
| Adding an Action Adding an Action |
| Adding an Objective Adding a New Objective |
| Assigning an Action Assigning an Action to an Objective |
| Closing an Action Closing an Action |
| Closing an Objective Closing an Objective |
| Deleting an Action Deleting an Action |
| Deleting an Objective Deleting an Objective |
| Editing an Action Editing an Action |
| Editing an Objective Editing an Objective |
| Filtering Filtering Actions, Filters, Filtering Objectives |
| Objectives Working With Objectives |
| Ordering Objectives Changing the Order of Objectives |
| Workspace Main Workspace |
| opportunity map |
| accounts Accounts on the Opportunity Map |
| Opportunity Map Opportunity Map |
| Access Rights Access Rights in an Account Plan |
| Current Opportunity Add Current or Won Opportunities to an Intersection |
| Filtering Filtering the Opportunity Map |
| Opportunities Area Account-Solution Intersections |
| Potential Opportunities Add, Edit, or Delete a Potential Opportunity, Qualifying a Potential Opportunity |
| Product Line Items Product Line Items, Product Line Items |
| Removing Opportunities Removing Opportunities From the Opportunity Map |
| Plan Details Plan Details |
| Colors and Icons Colors and Icons in Plan Details Questions |
| Plan Row Questions Account Details Questions |
| Quicklinks Quicklinks in Plan Details Questions |
| Plan Overview Plan Overview, Plan Overview: Account Summary |
| Actions Plan Overview: Objectives and Actions List |
| Chatter Plan Overview: Chatter |
| Objectives Plan Overview: Objectives and Actions List |
| Plan Activity Plan Overview: Plan Activity |
| Team Members Plan Overview: Team Members |
| Plan Settings Editing Plan Settings |
| Plan Type Setting the Plan Type |
| Default Solutions Default Solutions |
| Powerpoint Exporting to Powerpoint |
| Product Line Items Product Line Items, Product Line Items |
| Questions Answering Questions on the Plan Details Page |
| Relationship Map Relationship Map |
| Solution Families Solution Families |
| TAM Market Landscape |
| Test and Improve Test & Improve on Your Phone, Deleting a Test & Improve, Test & Improve |
| Total Addressable Market Market Landscape |
| Account Plan |
| Creating Account Divisions Deleting an Account Division, Creating Account Divisions |
| Grouping Accounts Manual Account Grouping |
| Removing Accounts from Account Groups Manual Account Grouping |
| Advanced Searching Advanced Searching |
| Assessment |
| Decision Criteria Assessing Decision Criteria |
C
| Chatter |
| Account Manager Collaborate Via Chatter |
| Opportunity Manager Collaborate via Chatter |
| Sales Process Manager Collaborate via Chatter |
D
| Decision Criteria Understanding the Contact Details Panel, Assessing Decision Criteria |
| Deleting Assessing Decision Criteria |
E
| Executive Briefing |
| Account Manager Generating an Executive Briefing |
| Opportunity Manager Generating an Executive Briefing |
I
| Insight Map |
| Publishing Overview of an Insight Map |
| Tagging Overview of an Insight Map |
M
| Market Segmentation Market Segmentation |
O
| Opportunity Manager Opportunity Manager |
| Altify Max Altify Max |
| Assessment Assessment |
| Chatter Collaborate via Chatter |
| Executive Briefing Generating an Executive Briefing |
| Exports Generating Outputs |
| Insight Map |
| Opportunity Manager Insight Map |
| Max Altify Max |
| Drop-down Max Drop-Down in Opportunity Manager |
| Launchpad Max Launchpad on Opportunity Records |
| Opportunity Insight Map Insight Map |
| Opportunity Relationship Map Relationship Map |
| Outputs Generating Outputs |
| Powerpoint Exporting to Powerpoint |
| PRIME Action PRIME Actions |
| Categories PRIME Action Categories |
| Closing PRIME Actions |
| Creating PRIME Actions |
| Opening PRIME Actions |
| Tasks PRIME Actions |
| Relationship Map |
| Attributes |
| Colors Contact Color Coding |
| Contact |
| Attributes Relationship Attributes for a Contact |
| Photo Contact Images on Relationship Maps |
| Opportunity Relationship Map |
| Strategy Selecting a Competitive Strategy |
| Test and Improve Test & Improve on Your Phone, Test & Improve, Deleting a Test & Improve |
P
| Powerpoint |
| Account Manager Exporting to Powerpoint |
| Opportunity Manager Exporting to Powerpoint |
Q
| Quip |
| Relationship Maps Relationship Maps in Quip |
| Adding a Map Adding a relationship map to Quip |
| Comments Adding Quip Comments |
| Contacts Showing and Hiding Contacts, Updating Contact Attributes and Notes |
| Launching in Salesforce Launching the Map in Salesforce from Quip |
| Refreshing Seeing the Latest Changes |
R
| Relationship Map Relationship Map Knowledge Base |
| contacts Adding Contacts to the Relationship Map, Overview of a Relationship Map |
| Decision Criteria Understanding the Contact Details Panel |
S
| Sales Process Manager Sales Process Manager, Using Sales Process Manager |
| Administration Sales Process Manager Administration |
| Adding a Qualifier Adding a Qualifier |
| Adding a Quicklink Adding a Quicklink |
| Advanced Advanced Editing |
| Closure Probability Calculating the Measure of Progress |
| Creating a Quicklink Creating a New Quicklink |
| Editing a Qualifier Editing a Qualifying Question |
| Generating a Sales Process Automatically Generate a Sales Process |
| Genius Automatically Generate a Sales Process |
| Managing Qualifiers Manage Qualifying Questions |
| Qualifiers Manage Qualifying Questions |
| Stages Add and Configure Stages |
| Close Date Offset Using Sales Process Manager |
| CRM Close Date Using Sales Process Manager |
| Mandatory Qualifiers Updating Qualifying Questions |
| Measure of Progress Using Sales Process Manager |
| Opportunity Progress Summary Using Sales Process Manager |
| Pause Date Using Sales Process Manager |
| Pipeline Stage Using Sales Process Manager, Getting a Quick View of Your Progress |
| Process Superseded Using Sales Process Manager |
| Projected Close Date Using Sales Process Manager, Using Sales Process Manager |
| Projected to Close Using Sales Process Manager |
| Qualifier Using Sales Process Manager |
| Stage Progress Getting a Quick View of Your Progress |
| Stage Threshold Getting a Quick View of Your Progress |
| Verifiable Outcomes Using Sales Process Manager |
| Segmentation Market Segmentation |
T
| Team View Introduction to TeamView |
| data selection options Focusing on the Deals You're Interested In |
| excel export Exporting to Excel |
| filters Filters |
| individual opportunities Choosing Which Columns Are Shown, Reviewing Individual Opportunities, Progress Bar, Drop-Down Options, Plan Status Icons, Management Icons |
| Max insights Altify Max |
| mobile devices TeamView on Mobile Devices |
| signal calculations Plan Status 'Signal' Calculations |
| summary totals Viewing Totals By Sales Team Manager , Reviewing Summary Totals, Viewing Totals By Account Owner |
| teams Teams, Managing Access to Teams (Administrator Only) |
| views Views |