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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 Principal’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 principal then end customer. |
|
By End Customer |
Displays open opportunities sorted by end customer then principal. |
|
By Distributor |
Displays open opportunities sorted by distributor then end customer. |
|
By CEM |
Displays open opportunities sorted by CEM then end customer. |
|
By Program |
Displays open opportunities sorted by program name 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 principal. |
|
By Principal |
Displays closed opportunities sorted by principal 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 Program |
Displays closed opportunities sorted by program name 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 principal. |
|
By Principal |
Displays opportunities on hold sorted by principal 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 Program |
Displays opportunities on hold sorted by program name 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 principal for exporting to an Excel Report. |
|
Won Business |
Displays Won opportunities by “Won Date” sorted by End Customer Account Manager, Principal, Distributor and Program. |
|
By End Customer |
Displays Won opportunities sorted by End Customer. |
|
By Principal |
Displays Won opportunities sorted by Principal. |
|
Lost Business |
Displays lost opportunities by “Lost Date” sorted by End Customer Account Manager, Principal, Distributor and Program. |
|
By End Customer |
Displays Won opportunities sorted by End Customer. |
|
By Principal |
Displays Won opportunities sorted by Principal. |