General Tips

Here are some general tips for working with SalesConnect.

  • Be sure to turn off any popup blocking for the SalesConnect URL in the browsers that you use to work with SalesConnect. A lot of the content in SalesConnect is shown in new tabs, a and popup blockers can interfere with displaying those tabs.

The dashboardClosedThe dashboard is the first page you see when you log into SalesConnect. It provides an overview of summary information related to trades and assets. is the first page you see when you log into SalesConnect; it provides an at-a-glance overview of the most critical information for you. Generally, each personaClosedA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group. has its own dashboard.

  • To show the dashboard for the active persona, select the SalesConnect logo at the top left of any page.

  • In the Welcome menu at the top right, select Personas, and then select the persona with the tools you want to use.

The site map provides another way to navigate to SalesConnect pages; you can also use menus.

  • Select at the top of the page, select the type of record you want, and then select the specific record you want to see.

You may get alerts in SalesConnect about completed tasks, failed tasks, and other events.

  • Expand or collapse the Alerts area: Select Alerts when it appears at the bottom of any SalesConnect page.

  • View details for an alert: When an alert appears in the Alerts area, click or tap it. Details vary, depending on the content of the alert.
  • Clear your alerts: In the Alerts area, click or tap for a single alert to clear it from your list, or click or tap Clear All to remove all alerts from your list.
  • Display your alert history: Click or tap Alert History in the Alerts area, in the footer, or in the Welcome menu. The Alert History page shows your alerts; you may be able to use Filter to begin filtering the listed entries. Select an alert link for more details.

You can use the Operation Queue in SalesConnect to check on the progress of operations that you've requested, such as connectionClosedConnections are entities; they're the different types of companies and individuals you may need to track. SalesConnect is set up to display information about the types of connections you care about, based on the roles to which you are assigned. merges, feed reprocessing, and territoryClosedIn a territory category, you can define as many named territories as you need to identify sales responsibilities. Territories are often divided geographically, and can include whole countries, states or provinces, or even ZIP/postal code ranges. Other criteria can be included for each territory, such as firm association or channel/subchannel definitions. If needed, you can filter offices, reps, partnerships, and teams to which a territory will apply by their firm association alone. Each territory can have one or more operators assigned to it; after territory assignments are set, permissions can be set to control the level of access each operator has to data (such as viewing or editing), based on his or her territory assignments. proposals and processing. Authorized users can review all requested operations for all operators.

  1. In the Welcome menu at the top right, select Operation Queue. The displayed page shows information about requested operations; most people see only the operations that they've personally requested, but some operators may see others' requests, too.

  2. On a tab, select the link for an operation to view details for it.

    • The My Operations tab lists operations that you requested recently; older requests are periodically removed.

    • The All Operations tab lists all recent requested operations; older requests are periodically removed.

    If any of the operations fails (if the Status is Failed), you may need to contactClosedAny individual person tracked in SalesConnect is a contact, which is one type of connection. So, reps, firm contacts, and office contacts—are all contacts. Partnerships and teams are also treated as contacts in SalesConnect, because you usually need to work with them in the same ways. your SalesConnect administrator for troubleshooting assistance.

SalesConnect bookmarks allow you to save links to most (though not all) pages in SalesConnect.and then access those pages quickly. They're like favorites.

  • Bookmark a page: Select in the universal menu at the top of the page. You can change the suggested bookmark name in the displayed popup, and then select Save.
  • Remove a bookmark: In the universal menu at the top of a bookmarked page, select . Select Delete on the popup.
  • Change a bookmark's name: At the top of a bookmarked page, select . Change the name on the popup, and then select Save.
  • Go to a bookmarked page: Select the Welcome menu at the top right, select Bookmarks, and then select the bookmark you want.
  1. In the Welcome menu at the top left of any page, select Preferences.
  2. Select Change Password.
  3. Enter your current (old) password and your new one, following guidelines on the page.
  4. Select Change Password.

  • By default, when you select many links in SalesConnect, they open in a new tab or window, depending on your browser settings. However, if you want to force a link to open in a new window, you can hold down [Shift] and then select the link.

  1. Select at the end of a set of tabs.
  2. On the displayed Tab Configuration popup, select to hide the tab or to show it.
  3. Select OK.
  1. Select at the end of a set of tabs.
  2. On the displayed Tab Configuration popup, select and drag a tab into a new order in the list; repeat as needed.
  3. Select OK.
  1. In your browser, select the first tab to the left that you want to refresh, hold down [Shift], and then select the last tab to the right that you want to refresh.
  2. Select the Reload button in your browser or press [Ctrl] + r on your keyboard.

You can also refresh all open tabs by pressing [Alt] + [Shift] r on your keyboard.

  1. Select at the end of a set of tabs.
  2. On the displayed Tab Configuration popup, select Reset.

Notes or Note History tabs are included on many pages so that you can record information not captured in other fields. (Detail pages for teamsClosedA team is a contact connection, though it is really a group of individuals working together to achieve a common sales goal; a team may include reps and rep partnerships from the office with which the team is associated, but it can also office contacts and non-producing reps who support team sales efforts. show both notes for the team and those for its participants.) You may be able to:

Add a new note:

  1. On the tab, select Add above the table.
  2. Enter your note in the Note Text field.

  3. If you like:

    • Select a Type; this is a convenient flag that can later be used to identify and remove Temporary notes.
    • Select Quick Note to make this note one that's displayed in a Quick Note field in the Contact Information area on the detail page; this is available only for notes related to reps.

  4. If you want to attach a file to the note, use the Attachments tab:

    1. Select Add on the tab.
    2. On the displayed Add Document popup, select a file to attach. You can drag and drop a file into the File field, or use Select a File to browse for the file you want.
    3. In the Title field, enter a labelClosedA label is like a tag, a convenient way for you to mark records so that you can easily find and work with them later. Most labels are tagged to key connections. For instance, you could create a label called "Top Reps," and then assign this label to the top-producing reps with which you work. Since you can search for connections with a particular label assigned to them, you can easily retrieve the list of reps who have been assigned this label. However, you can also define transaction account labels that may be systematically applied to the transactions and assets imported to SalesConnect, so that it's easy to find and work with those transactions and assets later. to show for the file in SalesConnect.
    4. Enter a Description if you like.
    5. Select Save. The attachment is listed on the Attachments tab.

Delete one or more notes:

  • On the tab, select the checkboxes for the notes you want, and then select Delete.

You may be able to create security rules to share labels, export definitionsClosedAn export definition is a set of columns that you can export from a SalesConnect table. You may be able to create, save and re-use export definitions., saved searches, queriesClosedA query is a special type of saved search for connections or other data in SalesConnect, created with a SalesConnect query tool rather than a standard search page. When you create a query, you select query criteria based on familiar field names from the interface; the criteria you specify are transformed behind the scenes into the appropriate SQL statements., and similar items in SalesConnect; here's how to easily change the definitions of those rules or delete them when necessary.

  1. In the Welcome menu at the top of any page, select Preferences, and then select Security Rules.
  2. Select Add above the table of rules.

  3. Complete the Add Security Rule to define the new rule.

    Tips

  4. Use the Operators tab to manage the included operators. Remember, the listed operators have no effect if Secure by Operator isn't selected on the main part of the page. You can:

    1. Select Add above the table.
    2. On the displayed popup, you can use the fields to enter filtering criteriaClosedIn a query, a criterion is a single point of comparison. For instance, one criterion in a query might be reps in the state of Michigan. Query and search criteria are based on properties in the primary SalesConnect objects associated with the type of connection or other record which the query or search finds. for selecting available operators; select Search to list matching operators.
    3. Select the checkboxes for those you want, and then select Select.
    • In the table, select the checkboxes for those you want to remove, and then select Delete. You may be asked to confirm this.

  5. Use the Roles tab to manage the included roles. Remember, listed roles have no effect if Secure by Role isn't selected on the main part of the page. You can:

    1. Select Add above the table.
    2. On the popup, you can use the fields to enter filtering criteria for selecting available roles; select Search to list roles.
    3. Select the checkboxes for those you want, and then select Select.
    • In the table, select the checkboxes for those you want to remove, and then select Delete. You may be asked to confirm this.
  6. Select Save. You can use the Security Rule Detail page and its tabs to add and review more information for the rule, as needed.
  1. In the Welcome menu at the top of any page, select Preferences, and then select Security Rules.
  2. Select the link for the rule you want. You can first use the filter fields at the top of the page to limit the rules listed. Once you select a link, a Security Rule Detail page is shown.

  3. Use the Roles tab to manage the included roles. Remember, listed roles have no effect if Secure by Role isn't selected on the main part of the page. You can:

    1. Select Add above the table.
    2. On the popup, you can use the fields to enter filtering criteria for selecting available roles; select Search to list roles.
    3. Select the checkboxes for those you want, and then select Select.
    • In the table, select the checkboxes for those you want to remove, and then select Delete. You may be asked to confirm this.

  4. Use the Operators tab to manage the included operators. Remember, the listed operators have no effect if Secure by Operator isn't selected on the main part of the page. You can:

    1. Select Add above the table.
    2. On the displayed popup, you can use the fields to enter filtering criteria for selecting available operators; select Search to list matching operators.
    3. Select the checkboxes for those you want, and then select Select.
    • In the table, select the checkboxes for those you want to remove, and then select Delete. You may be asked to confirm this.
  5. Select Save. You can then select Cancel to return to the list of your security rules.
  1. In the Welcome menu at the top of any page, select Preferences, and then select Security Rules.
  2. In the table, select the checkbox for the rule you want, and then select Delete. You may be asked to confirm this, but you can't delete a rule that's being used.

  • In the Welcome menu at the top right, select Log Off.