Hubs Salesforce User Guide
The Salesforce CRM Portal was developed to allow Hubs to manage relationships and interactions with existing and potential customers, provide an easily accessible and centralized platform for anyone in your Hub to view records of customer interactions, and collect and organize data through automated reporting and dashboard features. Below is important information regarding the Salesforce CRM Portal. For details and step-by-step instructions on specific functions and activities, please access the tabs.
Related Training:
Navigation and Core Concepts:
Ensure that you have provided a Signed NDA to your Project Manager to gain access to the Salesforce CRM Portal.
Log into the Salesforce CRM using the following link: Salesforce CRM Portal Login
Use the Global Search tool to locate records of any type. When entering in search terms and parameters, search results will begin appearing below the search field. Each result will identify the record type to reduce confusion.
Use the Top Navigation Menu to easily access and interact with specific records types.
Universal Functions:
Many record types in the Salesforce CRM Portal can be Followed. When you follow a record, you see updates to the record in your feed. The Feed is displayed on the CRM portal home page next to the Support tab.
Leads, Contacts, Opportunities, Campaigns, Accounts, Projects, and Events are all record types that can be Followed.
To Unfollow, select the same button you used to Follow.
When Logging an Activity, select the Log a Call tab. The subject field will be prepopulated with the word Call, delete the text and type in the activity to be recorded.
This field is required and must be complete before the Logged Activity can be saved.
Input any comments as needed. This is not a required field.
The Logged Activity can be related to many record types though it will initially default to searching existing Account Records. Use the field to search for existing Account Records or choose another record type to relate the Logged Activity to using the drop-down menu on the right side of this field.
Click Save when complete.
When Creating a Task add a subject. This field is required and must be completed before the Task can be saved.
Input a due date when the Task is expected to be completed.
The Task can be Assigned to either a Hub user or a Hub queue. By default the Task will automatically be Assigned to the current user. To assign to an alternate user, click the X on the left of the current user name to remove the existing assignee, then use the field to search for an alternate Hub user. To assign to a Hub queue, use the drop-down on the right side of the field to switch the assign type from Users to Queues, then use the field to search for a Hub queue.
The Task can be related to many record types though it will initially default to searching existing Account Records. Use the field to search for existing Account Records or choose another record type to relate the Task by using the drop-down menu on the right side of this field.
Click Save when complete.
When Creating an Events add a subject. This field is required and must be completed before the Event can be saved.
Include a description if needed. This is not a required field.
Set the Event start and end details.
Include a location if needed. This is not a required field.
The Event can be related to many record types though it will initially default to searching existing Account Records. Use the field to search for existing Account Records or choose another record type to relate the Event by using the drop-down menu on the right side of this field.
Click Save when complete.
The From field will automatically pre-populate with the current user's email but this can be changed using the drop-down for this field and selecting an alternate option.
The To field will automatically pre-populate with either the current Lead or Contact, or the primary Contact on the Account, Opportunity, or Project record.
The BCC field will automatically pre-populate with the current user. Use the X to remove if needed and add any other BCCs as needed.
Use the Subject field as needed. Note that when using Email Templates, the Subject field will populate based on the specific template used.
Input the body of the email in the large word formatting field. Note that when using Email Templates, the email body will populate based on the specific template used.
Use the Paperclip icon to include an email attachment.
Use the Template icon (the paper icon with the plus sign in the lower right-hand corner) to select from available email templates.
The Email can be related to many record types though it will initially default to searching existing Account Records. Use the field to search for existing Account Records or choose another record type to relate the Email to using the drop-down menu on the right side of this field.
Click Send when complete.
The Quick Create menu provides a quick way to create New Events, New Tasks, and Follow-Up records.
When clicking any of these three options, a modal window will appear to document the details of the New Event, New Task, or Follow-Up record.
Required information on each modal window is identified by a red asterisk to the left of the field name.
When creating New Task and Follow-Up records, The Assigned To field default to the Hub user creating the record. This can be changed. To assign the record to an alternate Hub member, click the X to the far right of the current assignee. then, begin typing in the name of the alternate Hub user into the same field. Available options will begin to appear below this field. Select the correct user.
Click a Lead name to quickly access the specific Lead record.
Click View All to be taken to the Leads page. Please review the Leads tab on the left for more information regarding Leads.
The Calendar will show only active Events that have been created and will only show those Events that have been assigned to the current user.
Use the backward and forward arrows to navigate between Calendar months.
Use the Calendar icon drop-down to change the Calendar view options (day, week, month).
Use the New Event button to create a new Event. This is a similar process to using the Quick Create menu to create a new Event.
Clicking a specific Event within the Calendar will direct you to the specific Event record.
Only active, incomplete Tasks will appear in this panel.
Click the Checkbox to the left of the Task name to mark as complete. Note that when checking the box, a modal window will appear to select an appropriate Task status. Currently the options are: Approved, Reject, and Completed.
Once a Task is marked as complete, the task will be crossed out. A simple page refresh will remove the completed Task from the panel.
Click View All to be taken to the Events & Tasks page. Please review the Events & Tasks tab on the left for more information regarding Tasks.
Hubs will receive the Web-to-Lead form HTML from the NYSERDA Program Team. The HTML will be unique to each Hub so that incoming leads are automatically assigned to the correct corresponding Hub Queue.
The HTML can be set to any URL which might be shared via a Hub for customer outreach and can be used however the Hub requires to capture new leads and customers.
The HTML can be updated to point to a specific redirect link after form completion and submittal. By default, the HTML will direct submitters to the NYSERDA website.
Customers submitting an alternate Hub Web-to-Lead form will need to be manually reassigned to the correct Hub Queue by the Hub who received the lead.
When possible, let customers know that completing the address fields will help NYSERDA determine which programs the customer is pre-qualified for.
| Page Options | Description/Function | |
|---|---|---|
| 1 | Lead Queues | Groups leads into helpful queues for easy review and access. Click the current queue to open the drop-down to select other available queues. Use the Pin icon to set a different queue as the default when accessing this page. |
| 2 | New Lead Button | Opens a modal window to create a new lead. New leads are automatically added to the current users My Leads queue. Please review the Create New Lead section below for more information. |
| 3 | Add to Campaign Button | Associates any number of leads on the current list to an active campaign. Individual leads on the lead list must be selected first using the checkbox to the left of any lead name. Review the Add to Campaign information in the Lead Record section below to learn how to assign leads to campaigns. |
| 4 | Accept Button | When clicked, any leads selected using the checkbox to the left of any lead name will have the lead owner changed to the active Hub user. Accepted leads will only be visible to the Hub member who Accepts them and will not be visible to any other Hub member. It is not recommended to Accept leads in bulk. Instead, review the Change Owner Button information in the Lead Record section below to learn how to change the lead owner. |
| 5 | Change Status Button | When clicked, lead statuses can be changed in bulk for any leads selected using the checkbox to the left of any lead name. It is not recommended to change lead statuses in bulk. Instead, review the Lead Status and Convert Leads information in the Lead Record section below to learn more. |
| 6 | Printable View Button | Generates a document of the current lead queue that can be printed. |
| 7 | Search List Field | Filter the visible lead list below based on the search parameters. |
| 8 | Leads List | A list of all leads in the currently selected queue. Access a specific Lead Record by clicking the name link in the Name Column. |
Complete as many fields as possible when creating a New Lead noting that fields marked with a red asterisk are required and must be completed before the lead can be created. The following are required fields:
- First Name
- Last Name
- Company
- Lead Status
- Preferred Contact Method
Some fields have a small grey circular Information Icon. Hovering the cursor over this icon will display a tooltip with helpful information for that field.
Use the Search Address box to locate and populate the rest of the mailing address fields.
Be sure to check the Mailing Address in DAC box or the Service Address in DAC box if the address(es) is/are within a Disadvantage Community. This helps NYSERDA determine if the lead is pre-approved for specific NYSERDA Programs.
If the Mailing Geo Match Address or Service Geo Match Address fields contain information it indicates that the lead may be pre-approved for specific NYSERDA Programs.
Click Save & New to save the Lead Record and generate a blank new lead form.
New leads are automatically assigned and only visible to the lead creator.
| Record Options | Description/Function | |
|---|---|---|
| 1 | Lead Status Conversion Tool | A tool to move the lead through the conversion process. Either click the Mark Status as Complete to update the lead status to the next sequential status in the tool or click on a specific status and click on the same button to update the lead to the selected status. Lead Status Options and Definitions:
|
| 2 | Follow Button | Reviewed on the Introduction Tab. |
| 3 | Convert Button | The correct method to convert a Lead Record to a Contact Record. Review the Converting Leads section below for more information. |
| 4 | Edit Button | Places the entire Lead Record into edit mode. Be sure to Save when all changes have been made. |
| 5 | Change Owner Button | The correct method of changing a Lead Record owner to an alternate Hub queue or Hub member. |
| 6 | Details Tab | Displays the Lead Record details that can be edits either through the pencil icon at the far right of any field in this tab or when using the Edit button in the controls at the top-right of this page. |
| 7 | Related Tab - Lead History | Displays the history of all changes to the Lead Record. |
| Related Tab - Campaign History | Displays any campaign(s) the Lead Record has been associated with. Provides the ability to add the lead to existing campaigns and, if the lead is assigned to an individual Hub member and not a Hub queue, can create a new campaign at the same time. | |
| Related Tab - Notes & Attachments | Displays any attachments uploaded to the Lead Record. Provides the ability to upload additional files. | |
| 8 | Quick Tools | Provides access to Log Calls, Create New Tasks, Create New Events, and Send Emails and links any of these record types to the Lead Record. These functions are reviewing in the Introduction Tab. Upcoming or overdue Tasks will appear in this section as well. |
At the top of the Convert Lead screen, input an Account Name for the lead, being sure to switch the record type to Individual Account. If the lead should be associated with an existing Account Record, click the Choose Existing radio button to search for and locate the existing Account Record.
Next, update any of the Contact fields as needed. If the lead should be associated with an existing Contact Record, click the Choose Existing radio button to search for and locate the existing Contact Record. In most cases a new Contact Record will be created.
Then, input the Opportunity Name. It is best practice to input an opportunity name that easily identifies a specific NYSERDA Program the customer is interested in. Account Records and Contact Records can have multiple opportunities. If the lead should be associated with an existing Opportunity Record, click the Choose Existing radio button to search for and locate the existing Opportunity Record.
Finally, update the Record Owner to an alternate Hub member or Hub queue if required. Leave the Converted Status field to the default Qualified option and click Convert.
Once converted, the Salesforce CFM Portal will create any required records and/or link created records to existing ones based on the options chosen in the previous steps. Confirm the record creation/linkages on the next window.
The converted lead confirmation window can be closed. Additionally, use the buttons on the bottom right to Create New Tasks that will be automatically linked to the account, contact, and opportunity records, or click Go to Leads to return to the leads page.
| Page Options | Description/Function | |
|---|---|---|
| 1 | Contacts List Views | Groups Contacts into helpful queues for easy review and access. Click the current queue to open the drop-down to select other available queues. Use the Pin icon to set a different queue as the default when accessing this page. |
| 2 | Search List Field | Filter the visible Contact list below based on the search parameters. |
| 3 | New Contacts Button | Opens a modal window to create a new contact. New contacts are automatically added to the current users My Contacts queue. Please review the Create New Contact section below for more information. |
| 4 | Add to Campaign | Associates any number of contacts on the current list to an active campaign. Individual contacts on the contact list must be selected first using the checkbox to the left of any contact name. Review the Add to Campaign information in the Contact Record section below to learn how to assign contacts to campaigns. |
| 5 | Contacts List | A list of all Contacts in the currently selected queue. Access a specific Contact Record by clicking the name link in the Name Column. |
Complete as many fields as possible when creating a New Contact noting that fields marked with a red asterisk are required and must be completed before the lead can be created. The following are required fields:
- First Name
- Last Name
- Email Address
- Phone Number
Some fields have a small grey circular Information Icon. Hovering the cursor over this icon will display a tooltip with helpful information for that field.
Use the Search Address box to locate and populate the rest of the mailing address fields.
Click Save & New to save the Contact Record and generate a blank new contact form.
| Record Options | Description/Function | |
|---|---|---|
| 1 | Follow Button | Reviewed on the Introduction Tab. |
| 2 | Edit Button | Places the entire Contact Record into edit mode. Be sure to Save when all changes have been made. |
| 3 | Clone Button | Can be used to create an exact duplicate of this record. This may be a useful tool when creating an additional contact with similar information, such as a shared address. |
| 4 | New Note | Notes are a useful way to add any additional context to a Contact record that may be helpful for you or other Hub members. Notes, once created, can be found in the Related tab on each Contact record. |
| 5 | Details Tab | Displays the Contact Record details that can be edits either through the pencil icon at the far right of any field in this tab or when using the Edit button in the controls at the top-right of this page. |
| 6 | Related Tab - Opportunities | Allows new opportunities to be created and automatically assigned to the current Contact Record. The process to create a new opportunity is outlined in the Create New Opportunity section in the Opportunities Tab to the left. Follow the instructions there to learn how to create an opportunity for a specific Contact Record. |
| Related Tab - Campaign History | Displays any campaign(s) the Contact Record has been associated with. Provides the ability to add the lead to existing campaigns and, if the lead is assigned to an individual Hub member and not a Hub queue, can create a new campaign at the same time. | |
| Related Tab - Contact History | Displays the contact history for every logged call. | |
| Related Tab - Notes & Attachments | Displays any attachments uploaded to the lead Record. Provides the ability to upload additional files. | |
| 7 | Quick Tools | Provides access to Log Calls, Create New Tasks, Create New Events, and Send Emails and links any of these record types to the Contact Record. These functions are reviewing in the Introduction Tab. Upcoming or overdue Tasks will appear in this section as well. |
| Page Options | Description/Function | |
|---|---|---|
| 1 | Opportunities List Views | Groups Opportunities into helpful queues for easy review and access. Click the current queue to open the drop-down to select other available queues. Use the Pin icon to set a different queue as the default when accessing this page. |
| 2 | New Opportunities Button | Opens a modal window to create a new Opportunity. New Opportunities are automatically added to the current users My Opportunity queue. Please review the Create New Opportunity section below for more information. |
| 3 | Search List Field | Filter the visible Opportunities list below based on the search parameters. |
| 4 | Opportunities List | A list of all Opportunities in the currently selected queue. Access a specific Opportunities Record by clicking the name link in the Name Column. |
When creating an Opportunity without using the conversion process, the Account should be the Contact's Account. This will keep it consistent with the Opportunities that get created from the conversion process and allow the Account to connect the Contact and Opportunity.
Complete as many fields as possible when creating a New Opportunity noting that fields marked with a red asterisk are required and must be completed before the opportunity can be created. The following are required fields:
- Application Type
- Opportunity Name
- Stage
- Customer Type
- Close Date
Some fields have a small grey circular Information Icon. Hovering the cursor over this icon will display a tooltip with helpful information for that field.
Use the Account Name field to locate and relate the opportunity to a specific account.
Set the Stage drop-down to Nurturing if this is a brand new opportunity or to any other Stage as appropriate for the specific opportunity.
Document the opportunity type in either/both the NYSERDA Program and Non-NYSERDA Program drop-down fields. If the opportunity does not appear on either of those drop-down fields, use the Other NYSERDA Program field to type in the opportunity.
Click Save & New to save the Opportunity Record and generate a blank new opportunity form.
New Opportunities are automatically assigned and only visible to the opportunity creator.
| Record Options | Description/Function | |
|---|---|---|
| 1 | Opportunity Status Conversion Tool | A tool to move the Opportunity through the conversion process. Either click the Mark Status as Complete to update the opportunity status to the next sequential status in the tool or click on a specific status and click on the same button to update the lead to the selected status. Review the Converting Opportunities section below to learn more. Opportunity Status Options and Definitions:
|
| 2 | Follow Button | Reviewed on the Introduction Tab. |
| 3 | Edit Button | Places the entire Opportunity Record into edit mode. Be sure to Save when all changes have been made. |
| 4 | Change Owner Button | The correct method of changing an Opportunity Record owner to an alternate Hub member. Use the Search Users field to search for and locate an alternate Hub member that should become the owner of the Opportunity Record. Check the Send Notification Email box to send the new owner an email notification of the change.
|
| 5 | Change Record Type | |
| 6 | Details Tab | Displays the Opportunity Record details that can be edits either through the pencil icon at the far right of any field in this tab or when using the Edit button in the controls at the top-right of this page. |
| 7 | Related Tab - Contact Role | Use the Add Contact Roles button to assign existing Contact Records to the current Opportunity Record. Additionally, use the Edit Contact Roles button to update the role an assigned Contact plays with respect to the opportunity (i.e., if the contact is the decision-maker, select that role option from the list when Editing Contact Roles.
|
| 8 | Quick Tools | Provides access to Log Calls, Create New Tasks, Create New Events, and Send Emails and links any of these record types to the Opportunity Record. These functions are reviewing in the Introduction Tab. Upcoming or overdue Tasks will appear in this section as well. |
| Page Options | Description/Function | |
|---|---|---|
| 1 | Campaigns List Views | Groups Campaigns into helpful queues for easy review and access. Click the current queue to open the drop-down to select other available queues. Use the Pin icon to set a different queue as the default when accessing this page. |
| 2 | New Campaign Button | Opens a modal window to create a new Campaign. New Campaigns are automatically added to the current users My Campaigns queue. Please review the Create New Campaign section below for more information. |
| 3 | Search List Field | Filter the visible lead list below based on the search parameters. |
| 4 | Campaigns List | A list of all Campaigns in the currently selected queue. Access a specific Campaign Record by clicking the name link in the Name Column. |
When creating a new Campaign, the Select a Record Type window will pop-up. Only select the Regional Clean Energy Hubs as the option and click Next.
Complete as many fields as possible when creating a New Campaign noting that fields marked with a red asterisk are required and must be completed before the lead can be created. The following are required fields:
- Campaign Name
- Type
Some fields have a small grey circular Information Icon. Hovering the cursor over this icon will display a tooltip with helpful information for that field.
Click Save & New to save the Campaign Record and generate a blank new Campaign form.
New Campaigns are automatically assigned and only visible to the campaign creator.
| Record Options | Description/Function | |
|---|---|---|
| 1 | Follow Button | Reviewed on the Introduction Tab. |
| 2 | Edit Button | Places the entire Campaign Record into edit mode. Be sure to Save when all changes have been made. |
| 3 | Clone Button | Can be used to create an exact duplicate of this record. This may be a useful tool when creating an additional contact with similar information, such as a shared address. |
| 4 | Change Owner Button | The correct method of changing a Campaign Record owner to an alternate Hub queue or Hub member.
|
| 5 | Details Tab | Displays the Campaign Record details that can be edits either through the pencil icon at the far right of any field in this tab or when using the Edit button in the controls at the top-right of this page. |
| 6 | Related Tab - Campaign Members | Add existing Leads or Contacts to the Campaign Record. |
| Related Tab - Activity History | Displays any email records sent as part of the select campaign. Use the Send an Email button to send an email to all associated Campaign Members. | |
| Related Tab - Attachments | Upload any related campaign Attachments using the Upload Files button. Otherwise, view and related campaign attachments previously uploaded. Attachments must not contain PPSI (Personal or Protected Sensitive Information) |
From a Campaign Record, access the Related tab to add Leads, Contacts, or Accounts to that Campaign. Note that the Accounts option can be found by clicking the small blue arrow to the right of the Add Leads and Add Contacts buttons.
Once an Add Leads, Add Contacts, or Add Accounts button is clicked, you will be taken to a search window. Use the Search field to locate the correct Lead, Contact, or Account record or select from one of the Recent options visible by clicking the Plus Icon. Click Next when the correct record is selected.
On the next screen, click Submit. Note that if you choose the Overwrite member status option, all existing campaign members will be overwritten with the new member and will no longer be associated with the campaign.
| Page Options | Description/Function | |
|---|---|---|
| 1 | Accounts List Views | Groups Accounts into helpful queues for easy review and access. Click the current queue to open the drop-down to select other available queues. Use the Pin icon to set a different queue as the default when accessing this page. |
| 2 | New Accounts Button | Opens a modal window to create a new Account. New Accounts are automatically added to the current users My Accounts queue. Please review the Create New Account section below for more information. |
| 3 | Search Accounts Field | Filter the visible Account list below based on the search parameters. |
| 4 | Accounts List | A list of all Accounts in the currently selected queue. Access a specific Account Record by clicking the name link in the Name Column. |
When creating a new Account, the Select a Record Type window will pop-up. Choose your account type and click Next.
Complete as many fields as possible when creating a New Account noting that fields marked with a red asterisk are required and must be completed before the lead can be created. The following are required fields:
- Account Name
Some fields have a small grey circular Information Icon. Hovering the cursor over this icon will display a tooltip with helpful information for that field.
Use the Search Address box to locate and populate the rest of the mailing address fields.
Be sure to check the Mailing Address in DAC box or the Service Address in DAC box if the address(es) is/are within a Disadvantage Community.
If the Mailing Geo Match Address or Service Geo Match Address fields contain information it indicates that the lead may be pre-approved for specific NYSERDA Programs.
Click Save & New to save the Account Record and generate a blank new Account form.
New Accounts are automatically assigned and only visible to the Account creator.
| Record Options | Description/Function | |
|---|---|---|
| 1 | Follow Button | Reviewed on the Introduction Tab. |
| 2 | Edit Button | Places the entire Account Record into edit mode. Be sure to Save when all changes have been made. |
| 3 | New Note | Notes are a useful way to add any additional context to an account record that may be helpful for you or other Hub members. Notes, once created, can be found in the Related tab on each account record. |
| 4 | Details Tab | Displays the Account Record details that can be edits either through the pencil icon at the far right of any field in this tab or when using the Edit button in the controls at the top-right of this page. |
| 5 | Related Tab - Contacts | Displays Contact Records associated with the account. Use the New button to create a new Contact Record. Refer to the Create New Contact section in the Contacts tab to the left to learn more. |
| Related Tab - Program Partnerships | Displays any Program Partnerships related to the account. | |
| Related Tab - Contractor Applications | Displays any completed applications related to the account. | |
| Related Tab - Opportunities | Displays any associated opportunities created and aligned to the account. Use the new button to create a new opportunity. Please refer to the Create New Opportunity section of the Opportunities tab to the left to learn more. | |
| Related Tab - Open Activities | Displays existing Task and Event Records associated with the Account Record. Use the New Task or New Event button to create new tasks or events associated with the account. | |
| Related Tab - Activity History | Displays any email notifications sent through the Account Record to the associated Contacts. | |
| Related Tab - Notes & Attachments | Displays both notes and uploaded attachments. Use the Upload Files button to upload new documents. Do not upload files with PPSI (Personal or Protected Sensitive Information) | |
| Related Tab - Account History | Displays a list of all changes or updates made with respect to the Account Record. | |
| 6 | Quick Tools | Provides access to Log Calls, Create New Tasks, Create New Events, and Send Emails and links any of these record types to the Account Record. These functions are reviewing in the Introduction Tab. Upcoming or overdue Tasks will appear in this section as well. |
| Page Options | Description/Function | |
|---|---|---|
| 1 | Projects List Views | Groups Projects into helpful queues for easy review and access. Click the current queue to open the drop-down to select other available queues. Use the Pin icon to set a different queue as the default when accessing this page. |
| 2 | Search Projects Field | Filter the visible Project list below based on the search parameters. |
| 3 | Projects List | A list of all Projects in the currently selected queue. Access a specific Project Record by clicking the name link in the Name Column. |
| Record Options | Description/Function | |
|---|---|---|
| 1 | Follow Button | Reviewed on the Introduction Tab. |
| 2 | New Note | Notes are a useful way to add any additional context to a project record that may be helpful for you or other Hub members. Notes, once created, can be found in the Related tab on each project record. |
| 3 | Change Record Type | |
| 4 | Edit Button | Places the entire Project Record into edit mode. Be sure to Save when all changes have been made. |
| 5 | Details Tab | Displays the Project Record details that can be edits either through the pencil icon at the far right of any field in this tab or when using the Edit button in the controls at the top-right of this page. |
| 6 | Related Tab - Engagements | Lists all Engagement Objects created to document the work done for the project. Please refer to the Project Engagement Objects section below to learn more. |
| Related Tab - Project Invoices | Displays all Invoices that have been submitted for the project. Clicking the Invoice Number link will bring you to the Invoice Record in Salesforce. | |
| 7 | Quick Tools | Provides access to Log Calls, Create New Tasks, Create New Events, and Send Emails and links any of these record types to the Project Record. These functions are reviewing in the Introduction Tab. Upcoming or overdue Tasks will appear in this section as well. |
Information entered for each engagement object is automatically added to the monthly report. Monthly reports are a requirement for Hubs to ensure that NYSERDA has a firm accounting of all the work done for the project and is used when reviewing and approving invoices.
Click the New button in the Engagements section of the Related Tab.
In the New Engagement window, select the category that best matches the related work done for the project, then click the Next button.
Each engagement type provides a different set of fields when documenting the work.
In the next window, fill in the required fields then click the Save & New button.
The screenshot below references the Accomplishments engagement object fields and does not convey the fields required for other engagement object types.
To Edit, Delete, or Clone an Engagement Object click the name of the engagement object from the Engagements list in the Related Tab. Make any edits as needed, being sure to save before exiting.
| Page Options | Description/Function | |
|---|---|---|
| 1 | Search Reports | Filter the visible Reports list below based on the search parameters. |
| 2 | New Report | Allows users to run pre-configured reports. There is some flexibility in what each report will show. Please review the recording in the Reports Training Video section below to learn more. |
| 3 | Report Folders | Groups reports together based on the report folder commonality. |
| 4 | Available Reports | Displays all reports for the select folder. |
| Page Options | Description/Function | |
|---|---|---|
| 1 | Events & Tasks List Views | Groups Events & Tasks into helpful queues for easy review and access. Click the current queue to open the drop-down to select other available queues. Use the Pin icon to set a different queue as the default when accessing this page. |
| 2 | New Events & Tasks Button | Opens a modal window to create a new lead. New Events & Tasks are automatically added to the current users queue. Please review the Create New Event or Task section below for more information. |
| 3 | Search Events & Tasks Field | Filter the visible Event & Task list below based on the search parameters. |
| 4 | Events & Tasks List | list of all Events & Tasks in the currently selected queue. Access a specific Event & Task Record by clicking the name link in the Name Column. |
Complete as many fields as possible when creating a New Event or Task noting that fields marked with a red asterisk are required and must be completed before the lead can be created. The following are required fields:
- Assigned to
- Subject
- Priority
- Status
Click Save & New to save the Event or Task and generate a blank new form.
New Events or Tasks are automatically assigned and only visible to the creator.
| Record Options | Description/Function | |
|---|---|---|
| 1 | Mark Complete | Allows user to update Task or Event status to Approved, Reject, or Completed. |
| 2 | Edit Button | Places the entire Task or Event Record into edit mode. Be sure to Save when all changes have been made. |
| 3 | Delete Button | Delete the Task or Event Record. |
| 4 | Change Date | Allows user to change the Due Date of the Task or Event. |
| 5 | Details Tab | Displays the Task or Event Record details that can be edited either through the pencil icon at the far right of any field in this tab or when using the Edit button in the controls at the top-right of this page. |