portal

Page for managing deals, contacts, and accounts

Portal Page Overview

This page is used for viewing, adding, editing, and deleting Accounts, Contacts, and Deals. Admins and Managers can view and interact with all items on the platform. Reps can only view and interact with items which they are assigned the Owner. All navigation on this page is supported through url parameters, including tab, sub, deal, contact, and account.

Key Workflows

Page is loaded

• Defaults the user to the Dashboard tab if no tab, deal, contact, or account parameter is present

• Resets Group Notes Comments

Button Cancel Changes (Account / Contact / Deal) is clicked

• Sets the edit? state of Group Details - Account / Contact / Deal to no

• Resets Group Account / Contact / Deal Details to clear any changes to the inputs

• If the user cancels changes while creating a new Account / Contact / Deal , the user will be sent back to the list view for that data type

Button Details is clicked

• Triggers the Set tab state custom workflow and passes in details for the sub tab parameter

Button Notes is clicked

• Triggers the Set tab state custom workflow and passes in notes for the sub tab parameter

• Triggers the Scroll to input custom workflow from Notes Reusable

Button Edit Account is clicked

• Turns on the edit? state of Group Details - ACCOUNT

• Clears the go to deal and go to contact states

  • This indicates that the user is not adding this Account while creating another thing

Button Edit Contact is clicked

• Turns on the edit? state of Group Details - CONTACT

• Clears the go to deal and account to add states

  • This indicates that the user is not adding this Contact while creating another thing and that there should be no default value for this Contact's Account

Button Edit Deal is clicked

• Turns on the edit? state of Group Details - ACCOUNT

• Clears the account to add and contact to add states

  • This indicates that there should be no default value for this Deal's Account or Contact

Button New Account / Contact / Deal is clicked

• Clears the relevant states of Group Details - ACCOUNT / CONTACT / DEAL

• Triggers the New Account / Contact / Deal custom workflow

Button Save Changes (Account) is clicked

• Saves the details for the Account

  • Sets the Saved? field to yes

• If the user is adding the Account during either a Deal or Contact creation process, it will navigate back to the form for that thing

Button Save Changes (Contact) is clicked

• Saves the details for the Contact

  • Sets the Saved? field to yes

• If the user is adding the Contact during a Deal creation process, it will navigate back to the form for that Deal

Button Save Changes (Deal) is clicked

• Saves the details for the Deal

  • Sets the Saved? field to yes

• Updates the Close date to the current date/time if the user has placed that Deal into a Stage with a Likelihood of 1 and that Deal's Close date was previously empty

• Updates the Lost date to the current date/time if the user has placed that Deal into a Stage with a Likelihood of 0 and that Deal's Lost date was previously empty

Group Related List Account - Contacts is clicked

• Navigates to the Contacts list view

• Passes in the currently viewed Account as the contact_account parameter

  • This pre-populates SearchBox Contacts Filter - Account with the account, thus showing all Contacts linked to that Account

Group Related List Account - Deals is clicked

• Navigates to the Deals list view

• Passes in the currently viewed Account as the deal_account parameter

  • This pre-populates SearchBox Deals Filter - Account with the account, thus showing all Deals linked to that Account

Group Related List Contact - Deal is clicked

• Navigates to the Deals list view

• Passes in the currently viewed Contact as the deal_contact parameter

  • This pre-populates SearchBox Deals Filter - Contact with the contact, thus showing all Deals linked to that Contact

Text Add New Account (From Contact) is clicked

• Allows the user to quickly create a new Account and pre-populate it into SearchBox Contact - Account

• Clears the go to contact state on Group Details - ACCOUNT

• Triggers the New account custom workflow

Text Add New Account (From Deal) is clicked

• Allows the user to quickly create a new Account and pre-populate it into SearchBox Deal - Account

• Clears the go to deal state on Group Details - ACCOUNT

• Triggers the New account custom workflow

Text Add New Contact (From Deal) is clicked

• Allows the user to quickly create a new Contact and pre-populate it into Dropdown Deal - Primary Contact

• Clears the go to deal state on Group Details - CONTACT

• Triggers the New contact custom workflow

Go to account [Custom workflow]

• This workflows shows the details for a particular Account

  • An account is shown by passing in an account parameter and setting the sub tab to details

• Passes in that Account as the account parameter and turns of the edit? state of Group Details - ACCOUNT

• Triggers the Set notes reusable custom workflow

Go to contact [Custom workflow]

• This workflows shows the details for a particular Contact

  • A contact is shown by passing in a contact parameter and setting the sub tab to details

• Passes in that Contact as the contact parameter and turns of the edit? state of Group Details - CONTACT

• Triggers the Set notes reusable custom workflow

Go to deal [Custom workflow]

• This workflows shows the details for a particular Deal

  • A deal is shown by passing in a deal parameter and setting the sub tab to details

• Passes in that Deal as the deal parameter and turns of the edit? state of Group Details - DEAL

• Triggers the Set notes reusable custom workflow

New account [Custom workflow]

• Creates a new Account and sets its Saved? to no

  • Accounts with this field set to no are not shown or viewable throughout the app to limit unsaved data on the platform

• Sets the edit? state of Group Details - ACCOUNT to yes and navigates to details view for the new Account

New contact [Custom workflow]

• Creates a new Contact and sets its Saved? to no

  • Contacts with this field set to no are not shown or viewable throughout the app to limit unsaved data on the platform

• Sets the edit? state of Group Details - CONTACT to yes and navigates to details view for the new Contact

New deal [Custom workflow]

• Creates a new Deal and sets its Saved? to no

  • Deals with this field set to no are not shown or viewable throughout the app to limit unsaved data on the platform

• Sets the edit? state of Group Details - DEAL to yes and navigates to details view for the new Deal

Set notes reusable [Custom workflow]

• Sets either the deal, contact, or account state of Notes Reusable based on which type of data is being viewed

• The list of Notes shown in this reusable are dependent on one of those states

Set tab state [Custom workflow]

• Sets either the deal, contact, or account url parameter to the currently viewed thing

• Passes in the appropriate text for the sub state depending on the desired tab (details or notes)

Key Elements

Line/BarChart Active Deal Value

• Shows the breakdown of the total Deal value for active Deals by Stage

  • Active deals are Deals whose Stage does not have a Likelihood of 1 or 0

• This group searches for Deals with an empty Close date and Lost date

  • A Deal's Close date is populated when it is assigned a Stage with a Likelihood of 1 (an empty Close date means it has not been closed)

  • A Deal's Lost date is populate when it is assigned a Stage with a Likelihood of 0 (an empty Lost date means it has not been lost)

Group Total Active Deals

• Shows the total amount of active Deals (not in a Stage with a 0 or 1 Likelihood)

• Reps will only see data for Deals which they are the Owner

Group Total Expected Value

• Shows the sum of the Expected value of all active Deals (not in a Stage with a 0 or 1 Likelihood)

• Reps will only see data for Deals which they are the Owner

RepeatingGroup Deals

• Shows all Deals on the platform whose Saved? is yes

• Admins and Managers will see all Deals

• Reps will see only Deals for which they are the Owner

• This repeating group responds to several filters

RepeatingGroup Contacts

• Shows all Contacts on the platform whose Saved? is yes

• Admins and Managers will see all Contacts

• Reps will see only Contacts for which they are the Owner

• This repeating group responds to several filters

RepeatingGroup Accounts

• Shows all Accounts on the platform whose Saved? is yes

• Admins and Managers will see all Accounts

• Reps will see only Accounts for which they are the Owner

• This repeating group responds to several filters

Menufocusgroup Deal

Menufocusgroup Contact

Menufocusgroup Account

Notes Reusable