Index
- Access Privilege and Quotations
- Access window
- Accesses
- account
- account, finding
- Action Type, table summary of
- actions, copying
- Active check box
- activity
- Activity List, features
- actual response field
- add a scanned signature to your letter
- Advanced search window
- advertisement
- answer action
- assembling a kit
- assign classifications to a sales opportunity
- Assign Territory Access, example of resulting accesses
- Assign Territory Access program
- associate a mail or call script
- automatic actions
- automatic dialing, setting prefix
- Basic search window
- Booked Date
- branching scripts
- business interests, and account information
- call script, using
- change territory information, access window
- change the text effect
- Classification sub tab
- Classification window
- close
- Close Reason
- Closing window
- code, promotional program
- collateral
- collateral categories
- collateral fulfillment, description of
- collateral item information
- collateral kit, definition
- collateral requests, pending state
- collateral response
- Competitor
- contact
- contact detail, entering or updating
- contact personal profile
- Contact's Rank on Opportunity
- Contact, finding
- Contacts window
- Contents
- copy the image of your signature
- copying actions
- copying promotions
- corporate charter
- cost of program region
- cost to publish region
- create a mock signature
- create a new letter
- create a script-like signature
- create lead, action type
- create your business letter
- creating a letter
- Credit Totals window
- current environment
- Customer
- customer order line, viewing
- customer orders
- defining a script
- delete a token
- details of opportunity
- editing a letter
- enable MS+ Schedule Integration profile option
- End User Account Code
- End User Customer for Indirect Opportunity
- enroll for event, action type
- enter a script question
- entering responses to scripts
- estimated response field
- event, enrolling a contact [2]
- Event and Generic templates
- event evaluation, entering answers
- event facility
- event letters
- event offering
- Event window
- event-related letters
- expected purchase quantities
- expected response field
- file tab windows
- Find Opportunity, window, definition of
- forecast information, sales opportunity
- form letter
- Fuzzy Find, description of
- Interaction
- Interaction button
- interactions, manual input
- interest classification, accounts
- interest type
- Inventory Item
- Key Account
- keyboard shortcuts
- kit, collateral
- lead name field
- letter
- letter code
- LetterCode token
- letters
- Letters window File Name field
- linking script to advertisement
- list name field
- list of values, how to use
- mail, using a list
- mail blitz, creating
- mail merge
- Mail Merge toolbar
- mail script, using
- mailing status
- manually define collateral pieces
- media type
- menu commands, description of
- menus, description
- merge field tokens
- merge file, creating a warehouse record
- mock-signature
- Navigator window, description of
- new mail blitz
- Next Seq field
- No Opportunity
- notes, finding for a specific account or contact
- nsert Merge Field button
- Object from the Insert menu
- Object Type list box
- Obstacles window
- Opportunity
- Opportunity Adjustment window
- opportunity status values
- partner
- phone list, contact
- Phones window
- Picture command
- preview the merged letter
- primary code
- primary file
- prmotion code, field
- Process Script Answer Actions concurrent program
- Process Script Answers concurrent program
- processing responses, in promotion program
- product interest, action type
- Profile window
- program results, monitoring
- promotion code [2]
- Promotion Information
- promotion information alternative region
- promotion types
- promotional program
- promotional programs defining
- promotions
- promotions tracking, actual response field
- promotions, tracking, estimated response field
- Prospect
- publication name
- publication type
- Purchase window
- qualifier rules for territory types
- question
- QuickCode, lookup types
- quota amounts
- Quota Credit
- quote
- reassign territory
- reassigning an account
- record an action
- records, searching for
- replacement rules
- Requested Items sub tab
- response
- response cards
- response to a script
- responses expected
- revenue amount
- revenue forecasts
- revenue percentage
- review forecast, revenue
- run date
- sales credit, partners [2]
- Sales Credits window
- sales group
- sales opportunity, definition of
- sales partner
- sales stage
- Sales Team sub tab
- sales-related jobs
- script
- script code [2]
- script functions
- script identifying information
- script type
- scripts
- scripts, reviewing automatic actions
- secondary code
- secondary file
- selecting collateral items
- send collateral, action type
- sequence
- serial port/modem connection, changing ports
- shipping
- standard menus
- status, of opportunity
- Target Reach [2] [3] [4] [5] [6]
- telephone
- terminology, sales and marketing
- territory
- territory administrator
- territory assignment, and access
- territory groups, entering
- territory qualifiers, selecting
- territory types
- Territory Utilities window
- territory, controlling
- Test Merge button
- to attach a cover letter to collateral
- To Dos List, viewing, action items
- tokens
- toolbar, defines iconic buttons
- track competitors
- track costs and response rates
- Type, Primary, and Secondary fields
- unit of measure
- UOM fields
- Update Display button
- updating a script
- Using the Collateral window
- view an existing sales team
- Win
- Win Probability [2]
- window and navigator paths
- window, detailed information
- windows
- Word data source file
- WordArt, adding a mock-signature