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AccountManager Opportunities Views

AccountManager has several different views that display Opportunities.  Clicking on the “+” next to the main “Opportunities” view will expand the selection to include a variety of additional views to browse and locate Opportunities.  Your AccountManager administrator may have set certain restrictions in place that govern which data is available to various users.

In the default “Opportunities” view, the Opportunities are displayed in ascending order categorized by Company name (which is not a labeled column).  Any Opportunity could appear in this view multiple times (i.e. under the Representative’s company name, the End Customer’s company name, the Distributor’s company name, etc).  Clicking on the “+” next to a company name will expand additional rows and allow you to see more information about the Opportunities associated with that company.

[Opportunities Views Screenshot 1]

Some columns have a sort indicator, meaning you could click on that column header to override the default sort and view the data in a different order (such as by “Modified Date” in the example below).  When you sort by a particular column, the sort indicator turns into a solid black triangle.  To unsort that column, click the column header again or sort by a different column instead.

[Opportunities Views Screenshot 2]

Finding Opportunities in a View

To look up Opportunities by Company name, follow the steps below:

1. Click on the “Opportunities” view, and ensure none of the columns are currently sorted (in other words, none of the sort indicators are solid triangles).

2. Begin typing the company name of the account you wish to find.  As soon as you type the first letter, the “Starts with…” dialog box appears.  You may type as much or as little of the name as you want, to narrow the search.

[Opportunities Views Screenshot 3]

3. Click on “Search All” or hit your “Enter” key, and you will be taken to the first account whose company name meets the criteria you entered.  Click the “+” icon to expand the rows and view additional details.

[Opportunities Views Screenshot 4]

 

Opportunities Views Action Buttons:

(Note:  The dropdown choices on your Action Buttons may vary depending upon your company’s configuration.  See your AccountManager administrator with questions).

Button Name

Usage

New Account

Opens a new Account profile form.

New Contact

Opens a new Contact Profile form.

New Opportunity

Opens a new Opportunity form.

New Sample

Opens a new Sample form.

New Quote

Quote – Opens a new Quote form.

Quick Quote – Opens a new Quick Quote form.

New RFQ

Opens a new Request For Quote form.

New Registration

Opens a new Registration form.

New Design Win/Split Request

Open a new Design Win form.

 

Opportunities View Descriptions:

(Note:  The views available to you may vary in name and/or order depending upon your company’s configuration.  See your AccountManager administrator with questions).

View Name

Description

By Principal

Displays open opportunities sorted by representative then end customer.

By End Customer

Displays open opportunities sorted by end customer then representative.

By Distributor 

Displays open opportunities sorted by distributor then end customer.

By CEM 

Displays open opportunities sorted by CEM then end customer.

By Project

Displays open opportunities sorted by project then end customer.

By Mfr Part Number (All)

Displays all opportunities sorted by manufacturer part number then end customer (Clock icon   indicates a status of “Open”).

By Cust Part Number (All)

Displays all opportunities sorted by customer part number then end customer (Clock icon   indicates a status of “Open”).

By Account Manager

Displays open opportunities sorted by account manager.  (Note that in this view, the same opportunity will appear under the end customer account manager, the distributor account manager, the CEM account manager, etc.).

By Distributor AM

Displays open opportunities sorted by distributor account manager.

By End Customer AM

Displays open opportunities sorted by end customer account manager.

By CEM AM 

Displays open opportunities sorted by CEM account manager.

By Owner 

Displays open opportunities sorted by owner.

By Status 

Displays all opportunities sorted by status (Open/Closed/On Hold).

By Value

Displays all open opportunities sorted descending by value (“Opportunity Total”).

By Status 

Displays all opportunities sorted by status.

Closed

Displays closed opportunities sorted by end customer then representative.

By Representative

Displays closed opportunities sorted by representative then end customer.

By Distributor

Displays closed opportunities sorted by distributor then end customer.

By CEM

Displays closed opportunities sorted by CEM then end customer.

By Project

Displays closed opportunities sorted by project then end customer.

By Mfr Part Number  

Displays closed opportunities sorted by manufacturer part number then end customer.

By Cust Part Number

Displays closed opportunities sorted by customer part number then end customer..

By Account Manager 

Displays closed opportunities sorted by account manager.  (Note that in this view, the same opportunity will appear under the end customer account manager, the distributor account manager, the CEM account manager, etc.).

On Hold 

Displays opportunities on hold sorted by end customer then representative.

By Representative

Displays opportunities on hold sorted by representative then end customer.

By Distributor 

Displays opportunities on hold sorted by distributor then end customer.

By Contractor

Displays opportunities on hold sorted by CEM then end customer.

By Project

Displays opportunities on hold sorted by project then end customer.

By Mfr Part Number 

Displays opportunities on hold sorted by manufacturer part number then end customer.

By Cust Part Number 

Displays opportunities on hold sorted by customer part number then end customer.

By Account Manager

Displays opportunities on hold sorted by account manager.   (Note that in this view, the same opportunity will appear under the end customer account manager, the distributor account manager, the CEM account manager, etc.).

(Additional)

 

Reporting Layout

Displays opportunities sorted by representative without additional categorization or expansion, and suitable for exporting to an Excel Report.

Won Business 

Displays Won opportunities by “Won Date” sorted by end customer account manager, representative, distributor and project.

By End Customer 

Displays Won opportunities sorted by end customer.

By representative

Displays Won opportunities sorted by representative.

Lost Business 

Displays lost opportunities by “Lost Date” sorted by end customer account manager, representative, distributor and project.

By End Customer

Displays Won opportunities sorted by end customer.

By Representative

Displays Won opportunities sorted by representative.