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Knowledge Base Refine Introduction to Sales Access Manager Blue Sheet Green Sheet Gold Sheet Platinum Sheet Relationship Maps Funnel ScoreCard® Sales Process Funnel TM Admin FAQ Contact Sales & Support Help Files for Version 5 Table of Contents Table of Contents Toggle navigation Refine Introduction to Sales Access Manager Blue Sheet Green Sheet Gold Sheet Platinum Sheet Relationship Maps Funnel ScoreCard® Sales Process Funnel TM Admin FAQ Contact Sales & Support Help Files for Version 5 Refine Introduction to Sales Access Manager Blue Sheet Green Sheet Gold Sheet Platinum Sheet Relationship Maps Funnel ScoreCard® Sales Process Funnel TM Admin FAQ Contact Sales & Support Help Files for Version 5 Home Glossary Introduction to Sales Access Manager What is Sales Access Manager℠? System Requirements Version 6.0: New Sheet Features Blue Sheet Blue Sheet - Version 6.0 New Features Blue Sheet Overview Toolbar Navigation- Blue Sheet Icons and their Functions- Blue Sheet Flags & Strengths Adequacy of Current Position Opportunity Details Competition / Sales Funnel Specify Competitors Ideal Customer Profile Buying Influences Involved Summary of My Position Today Possible Actions Best Action Plan Green Sheet Green Sheet - Version 6.0 New Features Green Sheet Overview Green sheet navigation Icons and their Functions- Green Sheet Company Attendees Single Sales Objective Getting Started and Buying Influences Giving Information Getting Information Getting Commitment Debrief Notes Gold Sheet Gold Sheet - Version 6.0 New Features Gold Sheet Overview Toolbar Navigation- Gold Sheet Icons and their Functions- Gold Sheet About Roles Selling Organization Team Field of Play Strategic Players Field of Play's Trends Field of Play's Opportunities Our Strategic Strengths Our Critical Vulnerability Position on the Buy-Sell Hierarchy Charter Statement Goals Goal Detail Sections Goal Description Focus Investments Stop Investments Sales Support Programs Information Needed Activity Best Actions Revenue Targets Single Sales Objectives Additional Actions Focus Investments- Not Goal Related Stop Investments- Not Goal Related Platinum Sheet Platinum Sheet - Version 6.0 New Features Platinum Sheet Overview Toolbar Navigation- Platinum Sheet Icons and their Functions- Platinum Sheet Team Members Channel Focus Alignment Key Players Situation Appraisal Revenue Target Channel Partnership Statement Goals Sales and Support Programs Focus Investments Stop Investments Possible Actions Action Plan Best Possible Actions Relationship Maps Opportunity Relationship Map Opportunity Relationship Map- Version 6.0 New Features Opportunity Relationships Overview Toolbar Navigation- Opportunity Relationship Map About the Contact Boxes Adding Contact Data Removing a Contact Box Defining Relationships The Work Area Account Relationship Map Account Relationship Map- Version 6.0 New Features Account Relationship Map Overview Toolbar Navigation- Account Relationship Map About the Contact Boxes Adding Contact Data Removing a Contact Box Defining Relationships The Work Area Funnel ScoreCard® Funnel Scorecard®- Version 6.0 New Features Funnel ScoreCard® Overview Toolbar Navigation- Funnel Scorecard® Completing a Funnel Scorecard® Modifying a Funnel Scorecard® Sales Process Funnel TM Sales Process Funnel - Version 6.0 New Features Sales Process Funnel Overview Toolbar Navigation- Sales Process Funnel Funnel Filter Opportunity Filter Working with Saved Views Viewing Opportunity Details Admin User Maintenance About User Maintenance Assigning User Licenses in the CRM Assigning User Licenses in SAM Setting User Language and Format Preferences Edit User Profile Page Exporting User List Data Refresh User List Reference Data Maintenance Working with Picklists About SAM Picklists Entering Picklist Values Changing Picklist Values Deleting Picklist Values Localizing Picklist Values Setting Up Multiple Picklists Blue Sheet Reference Data Blue Sheet Reference Data Blue Sheet Rating Descriptions Label Customization Green Sheet Reference Data Gold Sheet Reference Data Platinum Sheet Reference Data Funnel or ScoreCard® Reference Data Maintain ScoreCard® Criteria Sales Process Funnel Stage Allocation Sales Process Funnel Thresholds Sales Process Funnel Selection Sorting & Defaults Organization Options Sales Process Funnel Selection Sorting and Defaults Field Mapping About Field Mapping About Field Mapping About Field Mapping Columns How to Map a Field Blue Sheet Mapping Blue Sheet Mapping Buying Influences Mapping Green Sheet Mapping Gold Sheet Mapping Gold Sheet Account Mapping Selling Team Mapping Strategic Player Mapping Revenue Target Mapping Field of Play Mapping Field of Play Strategic Player Mapping Platinum Sheet Mapping Funnel ScoreCard Mapping Sales Process Funnel Mapping Action Plan Mapping User Mapping Contact Mapping Refresh Field List from CRM Lock Manager Advanced Setup Ideal Customer Criteria Labels Customizing the Worksheet Headers Hiding Ideal Customer Criteria Lines Product Registration Custom Reports Blue Sheet Reports Green Sheet Reports Gold Sheet Reports Adding a New Worksheet to your CRM Blue Sheet Custom Object Mapping FAQ User FAQ Admin FAQ Contact Sales & Support Support and Sales Contacts Help Files for Version 5 Blue Sheet Version 5 Green Sheet Version 5 Gold Sheet Version 5 Platinum Sheet Version 5 Funnel Scorecard® Version 5 Sales Process FunnelTM Version 5 Admin Help Files Version 5 Welcome to the Knowledge Base! This is a collection of resources for Miller Heiman Group TM Knowledge Base. Browse the table of contents to the left, search for content, or check out the most popular and recently updated articles below. Popular Articles Blue Sheet Overview What is Sales Access Manager℠? Blue Sheet - Version 6.0 New Features Buying Influences Involved Gold Sheet Overview See more... New Articles Field of Play Strategic Player Mapping Field of Play Mapping Sales Process Funnel Selection Sorting and Defaults Admin Help Files Version 5 Sales Process FunnelTM Version 5 See more......