Sales Support Portal - Personalize Portal

Allows you to change the background color of the field heading.

To customize the background color of a field heading, click the Background color box. You may choose an existing color from the drop down list or create a custom color by manipulating the three color panels.

The salesperson's outstanding accounts receivable by all aging periods and the percentage for each aging period.

Click the View Details icon to see Accounts Receivable: A/R Outstanding.

The salesperson's top 10 most profitable customers year to date. Click a Customer Name to open the Customer Profile screen.

Click the View Details icon to see Current Fiscal YTD - Total/Customer Profitability.

The salesperson's 10 least profitable customers year to date. Click a Customer Name to open the Customer Profile screen.

Click the View Details icon to see Current Fiscal YTD - Total/Customer Profitability.

The salesperson's customer's purchasing trends.

Click the View Details icon to see Geographic and Business Analysis - Province/State.

The salesperson's year to date total profitability summary.

Click a Margin link to open the Current Fiscal YTD screen.

The salesperson's total last year to date profitability summary.

Click a Margin link to open the Last Fiscal YTD screen.

The salesperson's profitability summary of the last twelve months of financial activity.

Click a Margin link to open the Rolling 12 screen.

The salesperson's last year total profitability summary.

Click a Margin link to open the Last Fiscal Year End Total screen. Allows you to view the salesperson's customers last fiscal year end total profitability.

A list of the last activity on the account of the salesperson's oldest customers.

Click a Customer Name to open the Customer Profile screen.

Summarized information about the salesperson's customer calls. To search for calls by date range, enter a From and To date and click Go >>. The fields are:

• Total Lost Sales—the total amount of lost sales for the salesperson logged in during the date range specified. Click the Total Lost Sales column link to open the Call Analysis screen .

• My Calls—displays:

  • All—the total amount of sales calls to all customers during the date range specified
  • My—the total amount of sales calls to my customers
  • %—the percentage of all sales calls that were to my customers.

  Click the My Calls - All column link to open the Call Analysis screen.

• Customers—displays:

  • All—the total amount of customers
  • My—the amount of customers the salesperson is responsible for
  • %—the percentage of all customers that the salesperson is responsible for.

  Click the Customers - My column link to open the Your Customers screen.

• Customers Contacted—displays:

  • All—the total number of all customers contacted by the salespeople during the date range specified
  • My—the number of my customers contacted by the salespeople
  • %—the percentage of all contacted customers that the salesperson is responsible for.
• % Contacted—displays:
  • All—the percentage of all customers contacted during the date range specified
  • My—the percentage of customers contacted for the salesperson's customers.
• Not Contacted—displays:
  • All—the total number of customers not contacted during the date range specified
  • My—the total number of my customers not contacted
  • %—the percentage of all customers that the salesperson currently responsible for that were not contacted.

  Click the Not Contacted - My column link to open the Not Contacted screen.

A detailed list of the salesperson's last 5 customer calls.

Click a Customer Name to open the Customer Profile screen.

Click the View Details icon to see Call History - Salesperson/Call History - Type.

A detailed list of the salesperson's next 5 scheduled calls.

Click a Customer Name to open the Customer Profile screen.

Displays a detailed list of the last 5 customer calls by other salespeople.

Click on the Customer Name to open the Customer Profile screen.

A list of the salesperson's customer's contacts birthdays.

Click on the Customer Name to open the Edit Contactscreen.

A list of the salesperson's next 10 quotes that are expiring.

Click on the Customer Name to open the Customer Profile screen.

Click the View Details icon to see the Select Quote Type screen.

A list of the salesperson's pending equipment sales. Click on the Customer Name to open the Customer Profile screen.

Click the View Details icon to see the Open Work Orders screen.

A list of units that are current in for service.

Click on the Customer Name to open the Customer Profile screen.

Click the View Details icon to see the Equipment Invoicing screen.

A list of equipment out on rent. Click a Customer Name to open the Customer Profile screen.

A list of equipment that is out as demos or loaners. Click a Customer Name to open the Customer Profile screen.

A detailed list of the trade in inventory the salesperson is responsible for.

Click the View Details icon to see the Equipment Listing screen.

Provides quick access to a list of selected screens:

• Customer Portal
• Equipment Profile
• Parts Profile
• Supplier Lookup
• Campaigns
• Forms