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Creating Company Assessments (End User)

An assessment is a set of attributes used to assess the business potential or credit worthiness of a company. Company assessments can be used to compare companies to each other or against a model, or to learn about companies and sales situations. End users complete the company assessment by selecting the appropriate values for the different attributes.

To perform a company assessment

  1. Navigate to the Companies screen > Companies List view.
  2. In the Companies list, drill down on the company for which the assessment is being performed.
  3. Click the Assessments view tab, and create a new record.
  4. In the Template Name field, select the appropriate template.

    Attribute records are automatically generated in the Assessment Attributes list.

  5. In the Assessment Attributes list, make a selection in the Value field for each attribute.

NOTE:  Administrators must create the assessment templates. See Applications Administration Guide for more information on how to create assessment templates.

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