6Infolets

This chapter contains the following:

Quick Way to Get Key Sales Information and Take Action

The Sales Infolet page displays key sales information in containers called infolets. Some infolets provide you with an overview, but others make it possible for you to take direct action. These actionable infolets summarize key sales data and let you take immediate action on the tasks presented. The actionable infolets contain key metrics modified for sales roles in your organization. To get to the Sales Infolets page, you click the page controls (dots at the center of the welcome page). You can take action in the infolet by making a selection from a menu without having to drill down into a record.

Take advantage of the following sales-oriented infolets:

  • My Tasks

    Quickly view and work on your most urgent tasks with minimum additional navigation.

  • My Appointments

    Directly review, add, update, and add notes to your appointments. You can also access your calendar to create appointments.

  • My Accounts

    View and manage account information from a single place. You can drill down to edit an account record as well as create accounts, filter your accounts and perform other quick actions.

  • My Opportunities

    View, update, and add a note for your individual opportunities. You can drill down to edit an opportunity record as well as create opportunities, tasks, and appointments.

  • My Leads

    View newly assigned leads, accept or reject individual lead records without having to drill down to the leads landing page. You can also create a lead and drill down to edit individual leads.

This image highlights the main areas of the key sales infolets.

Screenshot of actionable infolets
Callout Number Description

1

Navigate to sales infolets by clicking the page controls on the home page.

2

Filter the information you see. You can select one of these available filters to narrow the search for the records that meet your filter criteria.

3

Click the Actions drop-down list to personalize your infolets, refresh the data, and create new records.

4

Click this Quick Actions icon to take actions on each record or drill down.

5

Click this icon at the bottom right of the summary chart of the infolet to expand or collapse the infolet.

6

Click the infolet repository (gears) icon. Then select the check box next to the actionable infolets you want to display.

Use filters to find the records that need your attention. For example, you can filter your leads to see unaccepted leads only. Then use quick actions to accept a lead without leaving the infolet.

You can personalize your actionable infolets, refresh data, create and edit data as required. If you have the required privileges, built in configuration features help you effectively plan your day thus saving valuable time. For example, you can choose to select or hide predefined filters that you want to make available on the actionable infolets.

Infolet Filters and Actions

With a few clicks, navigate to the relevant areas in your sales process where you can use filters to view the records that you want and take immediate actions. For example, with just a single click of a button, you can complete or defer tasks without having to drill down to view the record, or you can accept or reject new leads without having to navigate to the Leads UI.

Use the Configure menu item to add or modify filters and actions. You can also refresh your record data, edit the title of your infolet, move, hide, or show specific infolets on your infolet page.

Here are the predefined filters and actions available to you from your actionable infolets:

Actionable Infolet Select one of these filters... Select one of these record quick actions... Select one of these infolet actions...

My Tasks

  • Today's Task (default)

  • Overdue Tasks

  • Tomorrow's Task

  • Beyond Tomorrow's Tasks

  • Mark as Complete

  • Defer by 1 Day

  • Defer by 2 Days

  • Defer by 1 Week

  • Create Note

  • Refresh

  • Create Task

  • Configure

  • Edit Title and Views

  • Hide

My Appointments

  • Today's Appointments (default)

  • Tomorrow's Appointment

  • Create Note

  • Create Call Report

  • Refresh

  • My Calendar

  • Configure

  • Edit Title and Views

  • Hide

My Accounts

  • My Accounts (default)

  • My Favorite Accounts

  • My Team Accounts

  • Create Lead

  • Create Opportunity

  • Create Appointment

  • Create Task

  • Create Note

  • Create Call Report

  • Log a Call

  • Create Service Request

  • Refresh

  • Create Account

  • Configure

  • Edit Title and Views

  • Hide

My Opportunities

  • Closing in Next 7 Days (default)

  • Closing This Month

  • Closing This Quarter

  • Closing Next Quarter

  • Open opportunities where I am on the team

  • My Open Opportunities

  • Create Appointment

  • Create Task

  • Create Note

  • Refresh

  • Create Opportunity

  • Configure

  • Edit Title and Views

  • Hide

My Leads

  • Unaccepted Leads (default)

  • My Open Leads

  • Recent Open Leads

  • Open Leads where I am on the team

  • Accept

  • Reject

  • Refresh

  • Create Lead

  • Configure

  • Edit Title and Views

  • Hide

Personalize Your Key Infolets

You can personalize actionable infolets from the Actions menu. For example, you can edit infolet titles and views, move, hide, or show specific infolets and refresh the data displayed. If enabled by the administrator, you can personalize the layout, record count, filters, and actions at the record level for each of your infolets.

Configure Layout of Actionable Infolets

Once enabled, the Configure menu item from the Actions menu becomes available so that you can personalize the actionable infolets to suit your requirements. For example, you might want to change the layout and size of columns, as well as the locations of the fields being displayed. You might want to use your own saved searches as view filters or hide some of the quick actions that might not be relevant to you.

Here's how to modify the layout of the My Opportunities actionable infolet:

  1. Navigate to the actionable infolet that you want to modify.

  2. Go to My Opportunities, and select Configure from the Actions menu.

    The My Opportunities actionable infolet screen is displayed with the predefined fields selected.

  3. From the Layout tab, select the attributes that you want to edit from the respective drop-down lists.

  4. Set and adjust the two column table widths in percentage terms by sliding your mouse along the Column Width ruler.

  5. Make the changes that you want to the attribute and select another attribute to edit, if required.

  6. In the Drill Down Field, select the item that you want to use for drilling down to the detail page of an opportunity.

    Tip: If Dynamic Choice List fields are added to the Actionable Infolet, then the drill down is automatically enabled.

    This table shows the field names and associated attribute names that you can select for drill-down for each of the actionable infolets:

    Actionable Infolet Drill Down Field Attribute

    My Opportunities

    Name

    Amount

    Close Date

    Stage

    My Leads

    Lead Name

    Rank

    My Accounts

    Name

    Primary Contact

    Primary Address

    My Appointments

    Subject

    Primary Contact Address

    My Tasks

    Subject

    Primary Contact

    Type

    Due Date

  7. Click Save and Close when you have finished making the changes.

Change the Record Count Display for Actionable Infolets

You can also change the predefined number of records to display on the infolet. By default, 10 records display. You can change the default to 10, 20, 25, or 30, as required.

Here's how to modify record counts for an actionable infolet:

  1. From the actionable infolet that you want to modify, for example, My Opportunities, select Configure from the Actions menu.

    The My Opportunities actionable infolet screen is displayed.

  2. From the Record Count tab, select the number of records that you want to display on the infolet from the drop-down list.

  3. Click Save and Close.

Modify Filters

Filtering reduces the number of searches required to view any outstanding items that might require attention. For example, you can choose to select or hide predefined filters that you want to make available on the actionable infolets.

Predefined saved searches are available for selection. However, any custom saved searches that you create must include Record Set values selected for either any records that you own or for records where you're on the team. In addition, when saving your saved search, you must select the Run Automatically check box to run the search automatically when your saved search is loaded. Otherwise, the custom saved search won't display in the available filters list in the Configure UI for your actionable infolet.

You can show or hide filters, rearrange filters, and add custom filters. You can multiselect and double-click filters in the Available list to move them to the Selected list. However, you must select at least one filter for the actionable infolet filter list.

This table lists filters that you can modify.

Actionable Infolet Filter

My Tasks

  • Today's Tasks

  • Tomorrow's Tasks

  • Overdue Tasks

  • Beyond Tomorrow's Tasks

  • All Tasks

  • Open Tasks

  • High Priority Open Tasks

My Appointments

  • Today's Appointments

  • Tomorrow's Appointments

My Accounts

  • My Accounts

  • My Favorite Accounts

  • My Team Accounts

My Opportunities

  • Closing in Next 7 Days

  • Closing This Month

  • Closing This Quarter

  • Closing Next Quarter

  • Open opportunities where I am on the team

  • My Open Opportunities

My Leads

  • Unaccepted Leads

  • My Open Leads

  • Recent Open Leads

  • Open Leads where I am on the team

Here's how to modify the filters of an actionable infolet:

  1. Navigate to the actionable infolet that you want to modify.

  2. From the actionable infolet that you want to modify, for example, My Opportunities, select Configure from the Actions menu.

    The My Opportunities actionable infolet screen is displayed with the predefined fields selected.

  3. From the Filters tab, select the filters that you want to modify

  4. Click Save and Close when you have finished making the changes.

Modify Quick Actions

You can navigate to the relevant areas in your sales process where you can perform quick actions at the record level. For example, you can easily complete or defer tasks without having to drill down to view the record, or you can accept or reject new leads at the click of a button.

You can show or hide actions, rearrange actions, and add custom quick actions. For example, you can multiselect and double-click actions in the Selected list to move them to the Available list if you want to hide a quick action. However, you must select at least one action for the actionable infolet quick actions list.

Here are the selected quick actions that you can modify in the order as they appear on the UI.

Actionable Infolet Quick Actions

My Tasks

  • Mark as Complete

  • Defer by 1 Day

  • Defer by 2 Days

  • Defer by 1 Week

  • Create Note

My Appointments

  • Create Note

  • Create Call Report

My Accounts

  • Create Lead

  • Create Opportunity

  • Create Appointment

  • Create Task

  • Create Note

  • Create Call Report

  • Log a Call

  • Create Service Request

My Opportunities

  • Create Appointment

  • Create Task

  • Create Note

My Leads

  • Accept

  • Reject

Here's how to modify the quick actions of an actionable infolet:

  1. Navigate to the actionable infolet that you want to modify and make sure that the infolet displays in expanded view.

  2. From the actionable infolet that you want to modify, for example, My Opportunities, select Configure from the Actions menu.

    The My Opportunities actionable infolet screen is displayed with the predefined fields selected.

  3. From the Quick Actions tab, select the actions that you want to modify.

  4. Click Save and Close when you have finished making the changes.

Edit Actionable Infolet Titles and Views

Here's how to edit titles and views for actionable infolets:

  1. Click the Actions icon on the top right corner of the actionable infolet, and select Edit Title and Views.

  2. Edit the infolet title, and enable or disable the infolet views.

    The Enable option is automatically set to Yes. You can't disable a view of an infolet.

  3. Click Save and Close.

Move Actionable Infolets

To change the position of an actionable infolet within an Infolet page, click and drag the infolet, and drop it at the required position.

Hide or Show Actionable Infolets

To hide an actionable infolet from an infolet page, click the infolet repository icon, and deselect the actionable infolet from the list of infolets. Alternatively, click the Actions icon on the top right corner of the actionable infolet, and select Hide. To show a hidden infolet on an infolet page, click the infolet repository icon, and select the infolet from the list of infolets.

What happens if I delete an actionable infolet?

If you delete an actionable infolet by accident, then it's no longer available to you. You must contact your help desk to retrieve the data and recover the actionable infolet.