User guide -partner

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  • 1. User Guide – Partner Users(Sale Pipeline Application)Table of ContentsOpportunity ................................................................................................................................................... 2 I. Add a New Opportunity from Opportunity Table ............................................................ 2 II. Add a New Opportunity from Account Table .................................................................. 2 III. Find/Search an existing Opportunity................................................................................ 3 IV. Edit/Update an existing Opportunity................................................................................ 3 V. View Opportunities .......................................................................................................... 3Accounts ....................................................................................................................................................... 4 I. Add a New account from Account Table ......................................................................... 4 II. Find/Search an existing Account...................................................................................... 5 III. Edit/Update an existing Account...................................................................................... 5 IV. View Account ................................................................................................................... 5Document Library ......................................................................................................................................... 6 I. Add a New Document ...................................................................................................... 6 II. Find/Search an existing Document .................................................................................. 7 III. Edit/Update an existing Document .................................................................................. 8 IV. View your document ........................................................................................................ 8Reports .......................................................................................................................................................... 9 I. Create a New Report ........................................................................................................ 9 II. Customize/Modify an existing Report ............................................................................. 9 Filtering ............................................................................................................................................... 11 Sorting and Grouping .......................................................................................................................... 12 Columns To Display ........................................................................................................................... 12 Additional Options .............................................................................................................................. 13 1
  • 2. User Guide – Partner UsersOpportunityI. Add a New Opportunity from Opportunity TableStep 1: Click the Opportunities tab in the menu bar. Select Add a New Opportunity.Step 2: After clicking Add a New Opportunity, a new window of SAS OpportunityInformation and Partner Opportunity Information section will open up. In SASOpportunity Information section, the partner is only required to fill the Company namefield. The partner can then move on to the relevant Partner Opportunity Information.Step 3: Under the section of SAS Opportunity Information, fill in the fields.See the instruction below. The instructions flow newspaper style, top to bottom on column onethen onto the next column. The gray words represent the fields to be filled in on the NewOpportunity Form. Company name (Required) To enter company name, please click on the drop down list to look for the name of company that you want to enter. Then select Company name from the list. If company name is not available, Select Add a new account from pick-list of company name. A new window to enter a new company will pop up. To Add a New Account, read howStep four: under the section of Partner Opportunity Information, please use the glossary tofill out the required fieldsStep five: Add Document related to this Opportunity. See how to Add Document.Step six: Click Save for the new opportunity. (OR)To save the information and continue adding new opportunity, click Save & Add Another.II. Add a New Opportunity from Account TableStep one: Under the Share Report, a list of reports by specific category will be shown.Step two: Choose the report that has Accounts that you want to add opportunity.Step three: Look for Company Name that you want to Add Opportunity. 2
  • 3. User Guide – Partner UsersStep four: Click on Add Opportunity in specific Company Name.Step five: To Add Opportunity, read howIII. Find/Search an existing OpportunityStep one: Click the Opportunities table in the menu bar.  Select Find Opportunities.Step two: After clicking Find Opportunities, a new window of Search Box will appear.Step three: Using this page, search for the opportunity based on the name/description/fieldStep four: The search page might contain multiple options. Choose from the list theappropriate option you would like.Step five: Then click DisplayIV. Edit/Update an existing OpportunityStep one: Click the Opportunities table in the menu bar.  Select Find Opportunities.Step two: After clicking Find Opportunities, a new window of Search Box will appear.Step three: Using this page, search for the opportunity based on the name/description/fieldStep four: The search page might contain multiple options. Choose from the list theappropriate option you would like.Step five: After choosing the appropriate option, you can choose the view/edit option in themenu.Step six: Edit the account, read howV. View OpportunitiesBy Find OpportunitiesUpdate your document by find the report with specific data. Read howBy Share ReportStep one: Click on the Opportunities table in the menu bar,Step two: Under Share Reports, a list of records will be shown in the report.Press View button of the record that you want to View. Detail information of record will beshown. 3
  • 4. User Guide – Partner UsersAccountsI. Add a New account from Account TableStep one: Click the Account table in the menu bar. Select Add a New Opportunity.Step two: After clicking Add a New Opportunity, a new window of SAS OpportunityInformation section will open up.Step three: Fill in the following fields by instruction. The gray words represent the fields tobe filled in Accounts. Company Name Fill in Company name (the name as it appears in Orion or Synapse). SAS BU – Account Click on the drop down list and select SAS BU – Account related to company. - COMM (Communications vertical at SAS is referred to as CCE, or Communications, Content & Entertainment. It covers Media, Telco, Service Providers and Network Equipment Providers) - EDU (Education. Covers 0 – higher education) - FGOV (Federal Government. Covers Civilian, DoD and Intel) - FSS (Financial Services) - HLS (Health Care & Life Sciences. Health Care covers Health Insurance and Health Care Payor /Providers) - RETAIL - SLGOV (State & Local Governments) - UGIL (Utilities, Oil & Gas)Step four: Fill in Optional Information if necessary. Under the section of OptionalInformation, fill in the following fields by instruction. The gray words represent the fields to befilled in Accounts. Industry Click on the drop down list and select the Industry. Account Note Fill in Account Note. AIF (It is used to initiate team introductions and discussions around joint accounts & opportunities) Click on the drop down list and choose AIF. - SAS - Wipro 4
  • 5. User Guide – Partner Users - N/AStep five: Add Opportunity, Read how.Step six: Click Save for the new opportunity.To save the information and continue adding new opportunity, click Save & Add Another.II. Find/Search an existing AccountStep one: Click the Accounts tab in the menu bar. Select Find Accounts.Step two: After clicking Find Accounts, a new window of Search Box will appear.Step three: Using this page, search for the opportunity based on the name/description/field.Step four: The search page might contain multiple options. Choose the specific criteria from theoption list to look for opportunities record.Step five: Then click DisplayIII. Edit/Update an existing AccountStep one: Click the Accounts tab in the menu bar.  Select Find Accounts.Step two: After clicking Find Accounts, a new window of Search Box will appear.Step three: Using this page, search for the opportunity based on the name/description/field.Step four: The search page might contain multiple options. Choose the specific criteria fromthe option list to look for opportunities record.Step five: After choosing the appropriate option, you can choose the view/edit option in themenu.Step six: Edit the account, read howIV. View AccountBy Find AccountUpdate your document by find the report with specific data. Read howBy Share ReportStep one: Click on the Account table in the menu bar.Step two: Under Share Reports, a list of records will be shown in the report. Press Viewbutton of the record that you want to View. Detail information of record will be shown. 5
  • 6. User Guide – Partner UsersDocument LibraryI. Add a New DocumentStep one: Click the Document Library tab in the menu bar. Select Add a New Document.Step two: After clicking Add a New Document, a new window of Add Document will openup.Step three: Fill in the following fields by instruction. The gray words represent the fields tobe filled in Accounts. Title (Required) Please fill in Title of the document. Category To choose the category, please click on the drop down list. The following categories will be shown. - Account Introduction Form (AIF) – used to initiate team introductions and discussions around joint accounts & opportunities. - Account Engagement Agreement (AEA) – a document outlining the sales plan between SAS and the Partner. This document should be completed after an account introduction call and where two teams have decided to work together on an opportunity. - Supporting Documents - RFP – Request For Proposals from government - Marketing Materials - Customer Files - Legal Documents - Agendas - Proposals - Presentations - QBRs – Quarterly Business Reviews Description Please fill in Description of the document if necessary. Author Please fill in Author of the document. Data Document Created Please click on Calendar button, and then choose the date that document created. Document Initiated by 6
  • 7. User Guide – Partner Users Please click on drop down list to select initiator the document. Opportunity – Company Name Company name of opportunity will be automatically filled in based on the record of related opportunity. Opportunity Opportunity will be automatically filled in based on the record of related opportunity. Milestone – Initiative Name Please click on drop down list, select Initiative name of Milestone. If there is no Initiative name of Milestone, - Please select Add a New Milestone. - Add Milestone window will be opened. Please fill in the information. The instruction can be found in Add a New Milestone section. Read how Milestone Milestone will be automatically filled in based on the record shown in above. Partner Name Please click on drop down list, select Partner Name. If Partner Name is not found, - Please select Add a New Partner. - A new window of Partner Information section will be opened. Please fill in the information. The instruction can be found in Add a New Partner. Read howStep four: Click Save for the new opportunity.To save the information and continue adding new opportunity, click Save & Add Another.II. Find an existing DocumentStep one: Click the Document tab in the table bar, Select Find Documents.Then a new window of Advanced Find will be opened.Step two: Select All or Any of the specific field that you want to search.Step three: Select the specific field in Document.Step four: Select specifically how you want filter data. For example, contain/ equal to/ afterspecific data.Step five: Type the specific data that can be found/ not found in your record. 7
  • 8. User Guide – Partner UsersStep six: Next to the column has three button shown as like this.Step seven:III. Edit/Update an existing DocumentStep one: Click the Document tab in the menu bar.  Select Find Documents.Step two: After clicking Find Documents, a new window of Search Box will appear.Step three: Using this page, search for the opportunity based on the name/description/fieldThe search page might contain multiple options. Choose the specific criteria from the option listto look for opportunities record.Step four: After choosing the appropriate option, you can choose the view/edit option in themenu. Edit the Documents, read howIV. View your documentBy Find DocumentUpdate your document by find the report with specific data. See howBy Share ReportStep one: Click on the Document Library in the menu bar,Step two: Under Share Reports, a list of records will be shown in the report.Press View button of the record that you want to View. Detail information of record will beshown. 8
  • 9. User Guide – Partner UsersReportsI. Create a New ReportStep one: In the table bar, click the table you want to create a new report.Step two: Select Create a New Report and click. Report Builder window will be shown assimilar below.Step three: Select the report type from the following option you want to create. - Table – to create a Table report, see how. - Grid Edit – to create a Grid Edit report, see how. - Summary – to create a Summary report, see how. - Calendar – to create a Calendar report, see how. - Chart – to create a Chart report, see how. - Timeline – to create a Timeline report, see how.Step four: Under filtering section, read howStep five: Under the Sorting/Grouping section, read howStep six: In the Columns to Display section, read howStep seven: In Additional Options section, read howStep eight:II. Customize/Modify an existing ReportStep one: Go to the table menu, select the report that has record you want to customize.Step two: Within the table menu appear below, select the report that you want to customize. 9
  • 10. User Guide – Partner UsersStep three: The report of table will be shown as below. At the Right of the top section, clickCustomize the Report. The Report Builder will be shown after clicking Customize the Report.Step four: Under Name section, edit the name of Report and Report Description asnecessary. Check the box, if you want to show the description of report when displaying report. 10
  • 11. User Guide – Partner Users Perhaps make a comment about how the next sections, 2 – x, are going to determine the data included in your report and how it is formatted. ??Step five: In the Filtering section, read howStep six: In the Sorting/Grouping section, read howStep seven: In the Columns to Display section, read howStep eight: In Additional Options section, read howStep nine: To save the report in the Report Builder, click Save.(Or)To Display and Save at the same time, click Save & Display. FilteringIf you want your chart to show only a certain kind of report or only records that meet specificconditions, you apply filters in the Report Builder’s Filtering section so that it surfaces ONLYthe information you want to see. Filtering is how you separate our select records from the entire group. To filter, you tell QuickBase what values the data must match in order to meet your requirements and appear on the list. QuickBase let you set specifics like this when you’re creating a report or doing an advanced find operation.Step one: Click on show all partner of radio button. (OR)Step one: Click on show only partners that meet certain criteria of radio button.To create a condition you specify the following: 11
  • 12. User Guide – Partner Users - The field you want to filter on. For example, if you want to see all tasks with a particular start date, you’d choose Start as your filtering field. - An operator. The operator tells QuickBase how to filter the records. Example operators are: is equal to, is greater than, is greater than or equal to and so forth. - A matching value (i.e. a value that you choose) Sorting and GroupingStep one: In Sorting and Grouping section, you can only sort data by choosing one of thefollowing options. - Sort from low to high by--QuickBase puts the lowest values from the field youre about to choose at the top of your list. For dates, QuickBase orders from earliest to latest. Text fields are sorted in alphabetical order. - Sort from high to low by --QuickBase puts the highest values from the field youre about to choose at the top of your list. For dates, QuickBase orders from latest to earliest. Text fields are sorted in reverse alphabetical order.Step two: Then choose a field by which to sort. (OR)Step one: You can also choose Sorting and grouping together to be more specific from thefollowing options: - Sort and group from low to high - Sort and group from high to lowStep two: Then choose a field by which to sort.Step three: Choose how to want to group by Equal Values, First Word, or First Letter. Columns To DisplayStep one: In the Columns to Display section, select Custom columns.Step two: In the Available Columns box, select a field you want displayed in your reportand then click Add to report. The field now appears in the Your Columns box below. 12
  • 13. User Guide – Partner Users In above figure - All columns listed in the Your Columns box will appear in your report. Theyll display from left to right in the order shown here (top to bottom). In other words, the field on top displays furthest to the left. Use arrows on the right to change the order. The field at the top of the list will appear as the leftmost column in your report. You can easily change the order by working within the Your Columns box. Click a field to select it, and then on the right side of the list, click an arrow button to move the field up or down in the list. Use This Button... To... Move the selected field up three positions in the list. Move the selected field up one position in the list. Move the selected field down one position in the list. Move the selected field down three positions in the list. If you want, you can also make the following sweeping changes: - To clear all the fields out of the Your Columns box and start over, click the Remove all columns button to the right of the arrow buttons. - To use the tables default column format, click the Set to default order button. - To change reporting defaults, see About setting reporting defaults Additional OptionsIf you want to output to something other than QuickBase standard report display, you can do inAdditional Options.Step one: go to the Additional Options section and click the Custom Options radio button.Step two: Click the Format dropdown, a list of the following options will be shown. 13
  • 14. User Guide – Partner Users- Normal: Select this option and QuickBase formats the report to appear nicely in a browser. This is the standard report display you see throughout Quickbase.- Plain Text: To keep simple, choose this option and QuickBase displays your- Comma-Separated Values and Tab-Separated Values: Both these options let you export the data in the specific format. You can then view it a spreadsheet or other database program.- XML (flat or structured): Select this option if you plan to transform your report using an XSL style sheet. If so, you must create and store this style sheet as a text page within a QuickBase application, preferably the same one as your report. When you select an XML option from the Format dropdown, QuickBase prompts you to enter the URL of your XSL file. If you’ve saved the XSL file as a text page in the same application, just type its name (like marketing.xsl) in the Associated XSL document text box. If the XSL file lives in another QuickBase application, enter its URP in the Associated XSL document text box. 14