Applications Administration Guide > Enterprise Selling Process >

Viewing an ESP Manager's Review

The sales manager uses the Manager's Review view to enter an assessment of the sales professional's ESP account plan. The manager can add comments in the Manager's Review, which includes the date of each review.

The sales representative and other nonmanagers have read-only access to this view.

To view a manager's review

  1. Navigate to the Accounts screen > Accounts List view.
  2. Drill down on an account record.
  3. Click the Enterprise Selling Process view tab.
  4. In the lower link bar, click Manager's Review.
Applications Administration Guide