Index

A C E F I L M O P Q R S T W

A

action plans, 2.2.2, 6.3.1.5

activities, 2.2.2, 6.3.1.5

Address Book - Contact Phone Numbers table (F0115), 8.2.1

Address Book - Who's Who table (F0111), 8.2.1

Address Book Master table (F0101), 8.2.1

Address By Date table (F0116), 8.2.1

Alternate Address table (F01161), 8.2.1

attachments, 6.3.1.8

C

calendaring, 2.2.1, 2.2.2

calendarscalendaring, 2.2.1

Competitor Application program (P90CA060), 8.2.1

Competitor Find Browse program (P90CA061), 8.2.1

Competitor table (F90CA060), 8.2.1

Competitor_Product table (F90CA06A), 8.2.1

competitors

opportunities and pipelines, 8.2.1.2

overview, 8.2

products, 8.2.1.1

composite templates, 7.4.3

Contact Table (F90CA070), 5.4.1

Create MailMerge Documents program (P980013), 2.5

CRM - Manage Leads program (P90CB010)

processing options, 5.2.5

usage, 2.2.1, 5.1, 5.2.1

CRM - Manage Qualification Scripts program (P90CB040), 2.2.2, 3.5.1

CRM - Qualification Script Detail - Add program (P90CB043), 3.5.1

Customer Table (F90CA080), 5.4.1

E

Electronic Address table (F01151), 8.2.1

F

F0101 Address Book Master table, 8.2.1

F0111 Address Book - Who's Who table, 8.2.1

F0115 Address Book - Contact Phone Numbers table, 8.2.1

F01151 Electronic Address table, 8.2.1

F0116 Address By Date table, 8.2.1

F01161 Alternate Address table, 8.2.1

F42140 Customer Master Commission Information table, 4.3.1.3

F90CA060 Competitor table, 8.2.1

F90CA06A Competitor_Product table, 8.2.1

F90CA070 Contact Table, 5.4.1

F90CA080 Customer Table., 5.4.1

F90CA12B Industry Grouping Employee table, 4.2.1.2

F90CA14A Territory Employee table, 4.2.1.1

F90CA61E Activity Opportunity Associative Table, 6.1

F90CB010 Lead Table, 5.1, 5.2.1

F90CB01A Lead Address Table, 5.1, 5.2.1

F90CB020 Opportunity Table, 5.4.1, 6.1

F90CB02C Opportunity_Competitor Table, 6.1

F90CB02D Opportunity_Contact Table, 6.1

F90CB02E Opportunity_Employee Table, 6.1

F90CB02I Opportunity_Item Table, 6.1

F90CB02J Opportunity_Sales_Cycle Table, 6.1

F90CB02M Opportunity_Cost Table, 6.1

F90CB030 CRM Address Table, 5.1, 5.2.1

F90CB040 Qualification Table, 3.5.1

F90CB041 Qualification_Answer Table, 3.5.1

F90CB042 Qualification_Question Table, 3.5.1, 5.1

F90CB042 Qualification_Questions Table, 5.2.1

F90CB043 Qualification_Object Table, 3.5.1, 5.1, 5.2.1

F90CB050 Sales Methodology Table, 3.4.1

F90CB05A Sales Cycle Table, 3.4.1

F90CB05B Opportunity Sale Driver Table, 3.4.1

F90CB05B Opportunity Sale_Driver Table, 6.1

F90CB060 Forecast table, 8.3.1

F90CB060Z Opportunity For Forecast WTF table, 8.3.1

F90CB06A Forecast Opportunity table, 8.3.1

F90CB06B Opportunity_For_Forecast table, 8.3.1

F90CB06C Opportunity_Item_For_Forecast table, 8.3.1

Forecast Opportunity table (F90CB06A), 8.3.1

Forecast table (F90CB060), 8.3.1

forecasts

demand planning, 8.3.1

overview, 8.3.1

I

Import Leads form, 5.2.4

Import Leads program (P90CB015)

processing options, 5.2.6

usage, 2.2.1, 5.1, 5.2.1.1

Industry Grouping Application program (P90CA12A)

processing options, 3.3.7

usage, 2.1.3, 3.3, 4.2.1.2

industry groupings, 3.3, 3.3.6, 4.3.1.2

integration

Accounts Receivable, 1.3.1

Address Book, 1.3.2

CRM Foundation, 1.3.3

Sales Order Management, 1.3.4

Supply Chain Management, 1.3.5

L

lead conversion, 5.4.1

leads

activities and action plans, 5.3

converting to opportunities, 5.4.1

entering, 5.2

importing, 5.2

maintaining, 5.3

qualifying, 5.3

M

Mail Merge and Doc Generation Maintenance Application program (P980040), 2.5

MailMerge Documents Search and Select program (P980014S), 2.5

Maintain MailMerge Documents program (P980014), 2.5

Manage Forecasts program (P90CB060), 8.3.1

Manage Opportunities program (P90CB020)

processing options, 6.2.4

usage, 6.1

O

opportunities

activities and action plans, 6.3.1.5

credit check, 6.2.1.1

entering, 6.2.1

entering attachments, 6.3.1.8

influencers, 6.3.1.3

maintaining, 6.3

product information, 6.3.1.2

qualifying, 6.3.1.1

sales drivers, 6.3.1.3

sales team, 6.3.1.6

tracking costs, 6.3.1.4

Opportunity - Sales Cycle Search & Select program (P90CB023), 6.1

Opportunity Cost program (P90CB029), 6.1

Opportunity For Forecast WTF table (F90CB060Z), 8.3.1

Opportunity Influencer program (P90CB030), 6.1

Opportunity Reusable Subforms program (P90CB024), 6.1

Opportunity Sales Driver program (P90CB027), 6.1

Opportunity Sales Methodology Search & Select program (P90CB021), 6.1

Opportunity Sales Team program (P90CB026), 6.1

Opportunity Search and Select program (P90CB025), 6.1

Opportunity Table (F90CB020), 5.4.1

Opportunity_For_Forecast table (F90CB06B), 8.3.1

Opportunity_Item_For_Forecast table (F90CB06C), 8.3.1

Opportunity_Qualification Search and Select program (P90CB022), 6.1

P

P34A700 SCBM Outbound Processor program, 8.3.1

P90CA060 Competitor Application program, 8.2.1

P90CA061 Competitor Find Browse program, 8.2.1

P90CA12A Industry Grouping Application program

processing options, 3.3.7

usage, 2.1.3, 3.3, 4.2.1.2

P90CA140 Territory Application program

processing options, 3.3.5

usage, 2.1.3, 3.3, 4.2.1.1

P90CB010 CRM - Manage Leads program

processing options, 5.2.5

usage, 2.2.1, 5.1, 5.2.1

P90CB015 Import Leads program

processing options, 5.2.6

usage, 2.2.1, 5.1, 5.2.1.1

P90CB020 Manage Opportunities program

processing options, 6.2.4

usage, 2.2.2, 6.1

P90CB021 Opportunity Sales Methodology Search & Select program, 6.1

P90CB022 Opportunity_Qualification Search and Select program, 6.1

P90CB023 Opportunity - Sales Cycle Search & Select program, 6.1

P90CB024 Opportunity Reusable Subforms program, 6.1

P90CB025 Opportunity Search and Select program, 6.1

P90CB026 Opportunity Sales Team program, 6.1

P90CB027 Opportunity Sales Driver program, 6.1

P90CB029 Opportunity Cost program, 6.1

P90CB030 Opportunity Influencer program, 6.1

P90CB040 CRM - Manage Qualification Scripts program, 2.2.2, 3.5.1

P90CB043 CRM - Qualification Script Detail - Add program, 3.5.1

P90CB044 Qualification Object Tab program, 3.5.1

P90CB045 Qualifications - Qualification Answer Search & Select program, 3.5.1

P90CB060 Manage Forecasts program, 8.3.1

P980013 (Create MailMerge Documents), 2.5

P980014 (Maintain MailMerge Documents), 2.5

P980014S (MailMerge Documents Search and Select), 2.5

P980040 (Mail Merge and Doc Generation Maintenance Application), 2.5

pipelines

overview, 8.3.2

proposals

composite templates, 7.3, 7.3.3

creating, 7.5

data sets, 7.2.3

deleting templates, 7.4.4, 7.4.5

inserting tags in RTF documents, 7.2.4

modifying templates, 7.4, 7.4.4, 7.4.5

proposal generation wizard, 7.5.3

simple templates, 7.2

Q

qualification

creating questions, 3.5.1.2

overview, 2.1.2, 3.5

scripts, 3.5

setting up, 3.5

Qualification Object Tab program (P90CB044), 3.5.1

Qualifications - Qualification Answers Search & Select program (P90CB045), 3.5.1

quotes, 2.2.3

R

R90CA18A Sales Team Alignment TC program, 2.1.4, 4.3.1.4, 4.3.4

RTF documents, 7.2.5

S

sales cycle, 2.2

sales force alignment, 4.3.1

sales leadsleads, 5.3

sales methodologies

default methodology, 3.4.1.2

overview, 3.4

setting up, 3.4

Sales Methodology - Manage Methodology Name form, 3.4.4

sales opportunityopportunities, 6.3.1.5

sales orders, 2.2.3

sales team alignment

batch processing, 4.3.1.4

overview, 2.1.4

Sales Team Alignment TC program (R90CA18A), 2.1.4, 4.3.1.4, 4.3.4

sales teams

industry groupings, 4.2

manually assigning members to, 4.3.1.7

opportunity, 6.3.1.6

removing employee from, 4.3.1.5

territories, 4.2

SCBM Outbound Processor program (P34A700), 8.3.1

simple templates, 7.4.3

system codes for CRM, 3.2.1

T

territories

address information, 3.3.3

assigning, 4.3.1.1

creating new, 3.3.3

setting up, 3.3

Territory Application program (P90CA140)

processing options, 3.3.5

usage, 2.1.3, 4.2.1.1

W

weighting percentage, 3.5.1.2

weighting points, 3.5.1.2