Configurations

The Configurations section is for users that have Admin-level access privileges used to configure components linked in the sales pipeline.

These components include Persona, Proof, Play, Product, Team, and Process.

Moving further, let us take a detailed look into each component.

Persona

The Persona section allows company administrators to set up customer-specific attributes used in the Collectors.

It includes Altitudes, Industries, and Buyer Roles. Let’s look at each in detail.

Altitudes

Altitudes are any given individual’s position within a company.  Some examples include: Executive (high altitude), Manager, Practitioner/User, Administrator (lower altitude), etc…

How to Access the Altitude List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Persona. Doing so reveals another list of options:  Altitudes, Industries, and Buyer Roles.
4. From the list, select Altitudes.

5. This will take you to the Altitude List. Here, all the created Altitudes are listed. Information is tabulated via a couple of columns that include Name and Action. In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.
6. A search bar at the top-left corner lets you search for a record.

How to Create A New Altitude?

Salesfuse > Left-Hand Menu > Configurations > Persona > Altitudes

1. Follow the above-mentioned workflow to land on the Altitude List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. If none is found, to create a new altitude, click the +Create New Altitude button.

4. From the Create Altitude popup, enter the name of the altitude in the Name field.
5. Once the name is entered, click the Save button.

6. This creates the altitude and displays it in the Altitude List.

Industries

The industry section allows company administrators to define the industries their company sells to.

How to Access the Industry List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Persona. Doing so reveals another list of options:  Altitudes, Industries, and Buyer Roles.
4. From the list, select Industries.

5. This will take you to the Industry List. Here, all the created Industries are listed. Information is tabulated via a couple of columns that include Name and Action.
6. A search bar at the top-left corner facilitates searching a specific record.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create an Industry?

Salesfuse > Left-Hand Menu > Configurations > Persona > Industries

1. Follow the above-mentioned workflow to land on the Industry List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. If none is found, Click the +Create New Industry button. This opens the Create popup.
4. Here, enter the name of the industry in the Name field.
5. Once the name is entered, click Save. Doing so saves the record and displays it in the Industry List.

Buyer Roles

The Buyer Roles section allows company administrators to define the people their company sells to by job function.

How to Access the Buyer Role List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Persona. Doing so reveals another list of options:  Altitudes, Industries, and Buyer Roles.
4. From the list, select Buyer Roles.

5. This will take you to the Buyer Role List. Here, all the created Buyer Roles are listed. Information is tabulated via a couple of columns that include Name and Action.
6. A search bar at the top-left corner facilitates searching a specific record.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create a Buyer Role?

Salesfuse > Left-Hand Menu > Configurations > Persona > Buyer Roles

1. Follow the above-mentioned workflow to land on the Buyer Role List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. If none is found, Click the +Create New Buyer Role button. This opens the Create popup.
4. Here, enter the name of the Buyer Role in the Name field.
5. Once the name is entered, click Save. Doing so saves the record and displays it in the Buyer Role List.

Proof

The Proof section allows company administrators to define the customer’s organization for those who are providing references, testimonials, quotes, and stories to be used in the sales process.

It includes Organizations and Proof Types. Let’s look at each in detail.

Organizations

The Organizations section allows you to define the companies or organizations providing customer proof points.

How to Access Organization List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Proof. Doing so reveals another list of options:  Organizations and Proof Types.
4. From the list, select Organizations

5. This will take you to the Organization List. Here, all the created Organizations are listed. Information is tabulated via a couple of columns that include Name and Action.
6. A search bar at the top-left corner facilitates searching a specific record.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create an Organization?

Salesfuse > Left-Hand Menu > Configuration > Proof > Organizations

1. Follow the above-mentioned workflow to land on the Organization List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. If none is found, Click the +Create New Organization button. This opens the Create popup.
4. Here, enter the name of the Organization in the Name field.
5. From the drop-down menus, select the Product Category, Product, and Altitude of the individual’s position within the company. 
6. Once the name is entered, click the Save button. This creates the organization and it appears listed in the Organization List.

Proof Types

The Proof Types section allows company administrators to define the types of proofs provided by customers. For example, stories, quotes, testimonials, or references.

How to Access Proof Types List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Proof. Doing so reveals another list of options:  Organizations and Proof Types.
4. From the list select Proof Types.

5. This will take you to the Proof Type List. The existing records for proof types are listed here with the information tabulated via the Name and Action columns. 
6. To search for a specific record, type in the record name in the search bar at the top-left corner of the screen.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create a New Proof Type?

Salesfuse > Left-Hand Menu > Configurations > Proof >  Proof Types

1. Following the workflow mentioned above, you land on the Proof Type List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. If none is found, Click the +Create New Proof Type button. This opens the Create New Proof Type popup.
4. Here, enter the name of the proof type in the Name field.
5. Click the Save button. This creates the proof type and displays it in the Proof Type List.

Play

The Play section allows company administrators to define the outcomes and drivers for plays.

It includes Business Outcomes and Business Drivers. Let’s look at each in detail.

Business Outcomes

The Business Outcomes section allows company administrators to define the outcomes and business goals they want to achieve within the Plays. Each Business Outcome gets listed within a Play creation in the
“What Primary Outcome do you want to achieve with this Play?” drop-down menu. (See Plays under the Ignitors section for more info).

How to Access Business Outcomes List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Play. Doing so reveals another list of options:  Business Outcomes and Business Drivers.
4. From the list select Business Outcomes.

5. This will take you to the Business Outcomes List. The existing records for business outcome types are listed here with the information tabulated via the Name and Action columns. 
6. To search for a specific record, type in the record name in the search bar at the top-left corner of the screen.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create a Business Outcome?

Salesfuse > Left-Hand Menu > Configurations > Play > Business Outcomes

1. Follow the workflow mentioned above to land on the Business Outcome List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. If none is found, click the +Create New Business Outcome button.
4. From the Create Business Outcome popup, name the business outcome using the Name field.
5. Once the name is provided, click the Save button. This creates the business outcome and it appears listed in the Business Outcome List.

Business Drivers

The Business Drivers section allows company administrators to define the winning themes they want to use in plays. I.e. why or how we “win”. Like the Business Outcomes, each Business Driver can be viewed as a selection within a Play creation. (See Plays under the Ignitors section for more info).

How to Access Business Drivers List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Play. Doing so reveals another list of options:  Business Outcomes and Business Drivers.
4. From the list select Business Drivers.

5. This will take you to the Business Driver List. The existing records for business driver types are listed here with the information tabulated via the Name and Action columns.
6. To search for a specific record, type in the record name in the search bar at the top-left corner of the screen.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create a Business Driver?

Salesfuse > Left-Hand Menu > Configurations > Play > Business Drivers

1. Follow the workflow mentioned above to land on the Business Driver List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. If none is found, click the +Create New Business Driver button.
4. From the Create Business Driver popup, name the business driver using the Name field.
5. Once the name is provided, click the Save button. This creates the business driver and it appears listed in the Business Driver List.

Product

The Product section allows company administrators to define their products and solutions to be used in Collectors and Plays.

It includes Product Categories, Solution Types, and Products. Let’s look at each in detail.

Product Categories

The Product Categories section helps define the product grouping areas of your products. Sometimes known as solution areas or solution domains.

How to Access Product Category List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Product. Doing so reveals another list of options:  Product Categories, Solution Types, and Products.
4. From the list select Product Categories.

5. This will take you to the Product Category List. The existing records for product categories are listed here with the information tabulated via the Name and Action columns.
6. To search for a specific record, type in the record name in the search bar at the top-left corner of the screen.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create a New Product Category?

Salesfuse > Left-Hand Menu > Configurations > Product > Product Categories

1. Follow the above-mentioned workflow to land on the Product Category List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. If none is found, Click the +Create New Product Category button. This opens the Create New Product Category popup.
4. Here, name the product category using the Name field.
5. Once the name is provided, click the Save button. This creates the product category and displays it in the Product Category List.

Solution Types

The Solution Types section allows you to define ways where your company engages prospects and customers. I.e. training, consulting, professional services, software, partners…

How to Access Solution Type List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Product. Doing so reveals another list of options:  Product Categories, Solution Types, and Products.
4. From the list select Solution Types.

5. This will take you to the Solution Type List. The existing records for solution types are listed here with the information tabulated via the Name and Action columns. 
6. To search for a specific record, type in the record name in the search bar at the top-left corner of the screen.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create a New Solution Type?

Salesfuse > Left-Hand Menu > Configurations > Product > Solution Types

1. Follow the above-mentioned workflow to land on the Solution Type List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. If none is found, Click the +Create New Solution Type button. 
4. From the Create Solution Type popup, name the solution type using the Name field.
5. Once the name is entered, click the Save button. This creates the solution type and displays it in the Solution Type List.

Products

The Products section allows you to define the product names your company sells.

How to Access Product List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Product. Doing so reveals another list of options:  Product Categories, Solution Types, and Products.
4. From the list select Products.

5. This will take you to the Product List. The existing records for products are listed here with the information tabulated via the Name and Action columns. 
6. To search for a specific record, type in the record name in the search bar at the top-left corner of the screen.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create a New Product?

Salesfuse > Left-Hand Menu > Configurations > Product > Products

1. Follow the workflow mentioned above to land on the Product List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. If none is found, Click the +Create New Product button. This opens the Create New Product popup.
4. Name the product using the Name field.
5. As the name is entered, click the Save button. This creates the product and it is displayed in the Product List.

Team

The Team section allows company administrators to set up the teams that work together to sell.

It includes Focus, Names, Regions, and Remits. Let’s look at each in detail.

Focus

The Focus section allows you to define the focus of each team for internal purposes. What kind of team is it? Sales, marketing, product, HR, etc…

How to Access Team Focus List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Team. Doing so reveals another list of options:  Focus, Names, Regions, and Remits.
4. From the list select Focus.

5. This will take you to the Team Focus List. The existing records for team focus types are listed here with the information tabulated via the Name and Action columns.
6. To search for a specific record, type in the record name in the search bar at the top-left corner of the screen.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create a New Team Focus?

Salesfuse > Left-Hand Menu > Configurations > Team > Focus

1. Following the workflow mentioned above, you land on the Team Focus List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. Click the +Create New Team Focus button. This opens the Create Team Focus popup.
4. Here, name the team focus using the Name field.
5. Once the name is entered, click the Save button. This creates the team focus and it is displayed in the Team Focus List.

Names

The Names section allows you to include the team name.

How to Access Team Name List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Team. Doing so reveals another list of options:  Focus, Names, Regions, and Remits.
4. From the list select Names.

5. This will take you to the Team Name List. The existing records for team names are listed here with the information tabulated via the Name and Action columns.
6. To search for a specific record, type in the record name in the search bar at the top-left corner of the screen.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create a New Team Name?

Salesfuse > Left-Hand Menu > Configurations > Team > Names

1. Follow the above-mentioned workflow to land on the Team Name List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. Click the +Create New Team Name button. 
4. From the Create Team Name popup, name the team using the Name field.
5. As it is entered, click the Save button. This creates the team name and displays it in the Team Name list.

Regions

The Regions section allows you to define the geographical region the team represents.

How to Access Team Region List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Team. Doing so reveals another list of options:  Focus, Names, Regions, and Remits.
4. From the list select Regions.

5. This will take you to the Team Region List. The existing records for team regions are listed here with the information tabulated via the Name and Action columns. 
6. To search for a specific record, type in the record name in the search bar at the top-left corner of the screen.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create a New Team Region?

Salesfuse > Left-Hand Menu > Configurations > Team > Regions

1. Follow the workflow mentioned above to land on the Team Region List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. To create a new record, click the +Create New Team Region button. This opens the Create Team Region popup.
4. Here, name the team region using the Name field.
5. Click the Save button. This creates the team region and displays it in the Team Region List.

Remits

The Remits section defines the primary goal of the team. Why does the team exist? What is the goal for the team?

How to Access Team Remit List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Team. Doing so reveals another list of options:  Focus, Names, Regions, and Remits.
4. From the list select Remits.

5. This will take you to the Team Remit List. The existing records for team remits are listed here with the information tabulated via the Name and Action columns. 
6. To search for a specific record, type in the record name in the search bar at the top-left corner of the screen.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create a New Team Remit?

Salesfuse > Left-Hand Menu > Configurations > Team > Remits

1. Follow the above-mentioned workflow to land on the Team Remit List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. Click the +Create New Team Remit button.
4. From the Create Team Remit popup, enter the name of the team remit in the Name field.
5. Click the Save button. This creates the Team Remit and displays it in the Team Remit List.

Process

The Process section allows company administrators to tailor their work space to the process or SalesFuse to your sales process.

It includes Question Types and Template Categories. Let’s look at each in detail.

Question Types

The Question Types section allows you to define the question categories that sales people can use in their sales process.

How to Access Question Type List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Process. Doing so reveals another list of options: Question Types and Template Categories.
4. From the list select Question Types.

5. This will take you to the Question Type List. The existing records for question types are listed here with the information tabulated via the Name and Action columns.
6. To search for a specific record, type in the record name in the search bar at the top-left corner of the screen.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create a Question Type?

Salesfuse > Left-Hand Menu > Configurations > Process > Question Types

1. Follow the workflow mentioned above to land on the Question Type List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. Click the +Create New Question Type button.
4. From the Create New Question Type popup, enter the name of the question type in the Name field.
5. Click the Save button. This adds the question type and displays it in the Question Type List.

Template Categories

The Template Categories section allows you to define the categories of templates used by the sales team. The Template Categories show up on the dash board of the Home screen.

How to Access Template Category List?

1. Once on the Home screen, navigate to the left-hand menu.
2. Hover on the Configurations icon This reveals a further list of options.
3. From these options, select Process. Doing so reveals another list of options: Question Types and Template Categories.
4. From the list select Template Categories.

5. This will take you to the Template Category List. The existing records for template categories are listed here with the information tabulated via the Name and Action columns.
6. To search for a specific record, type in the record name in the search bar at the top-left corner of the screen.
7. A record can be edited or deleted from the pencil and trashcan icons respectively. Both of these icons are located under the Actions column.  In case you do not see any action button under the Action column, it indicates that it has been created by someone having higher access privileges than you.

How to Create a Template Category?

Salesfuse > Left-Hand Menu > Configurations > Process > Template Categories

1. Follow the above-mentioned workflow to land on the Template Category List.
2. To prevent duplicate entries, use the Search bar prior to creating a new entry.
3. Click the +Create New Template Category button. This opens the Create Template Category popup.
4. Here, name the template category using the Name field.
5. Click the Save button. This creates the template category and displays it in the Template Category List.