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GPP TRAININGGPP TRAINING
Janet BlubaughJanet Blubaugh
Getting into GPPGetting into GPP
**please load **please load Mozilla FirefoxMozilla Firefox onto your onto your computers. GPP is a slower app, with a lot computers. GPP is a slower app, with a lot of pop up applications, and it seems to run of pop up applications, and it seems to run faster in Mozillafaster in Mozilla
Title SCREENTitle SCREEN
Opportunity List ScreenOpportunity List Screen
New Opportunity ScreenNew Opportunity Screen
Customer Account ListCustomer Account List
Create New Record AppletCreate New Record Applet
Pick Country AppletPick Country Applet
Completed Address AppletCompleted Address Applet
Choose Newly Created Choose Newly Created RecordRecord
Click “ok” after selecting the highlighted record
Fill in Project DescriptionFill in Project Description
Choose Sales StageChoose Sales Stage
Should be entered Should be entered as a category 4as a category 4
Entering Revenue, productEntering Revenue, product
Hit “New” to open the new
applet and enter the information
Detailed Revenue ScreenDetailed Revenue Screen
Defaults to 90 days
Select Appropriate Business UnitSelect Appropriate Business Unit
Click ok after making selection
Choose Appropriate Product LineChoose Appropriate Product Line
Select ProbabilitySelect Probability
Set this to 25%, this is fluid and will change as the oppty evolves
Choose Quantity of MAIN Choose Quantity of MAIN prod.prod.
Enter the # of MAIN product being purchased, HS21, 3850s,
3950s (etc)
Choose $ Amount Per UnitChoose $ Amount Per Unit
Applet will auto totalApplet will auto total
Pick the “Flow Code” Pick the “Flow Code”
It will be purchase of install/hardware
PICK THE HARDWARE PLATFORMPICK THE HARDWARE PLATFORM
Save The RecordSave The Record
Save Again to Populate GPPSave Again to Populate GPP
Populate the OTHER Rev Populate the OTHER Rev lineline
Save OpportunitySave Opportunity
Query the oppty in GPPQuery the oppty in GPP
Using The Query FunctionUsing The Query Function
Pick Result of SearchPick Result of Search
Open Into Tabbed RecordOpen Into Tabbed Record
The newly created record will open into a record with tabs
The Attachments TabThe Attachments Tab
This is where you can attach any supporting documentation for the oppty, competitor quotes, CDW quotes, notes from conf calls, etc.
Attaching DocsAttaching Docs
Attach, con’dAttach, con’d
Click “browse”
Save the AttachmentSave the Attachment
Select “Release”Select “Release”
This allows the IBM team to see the documentation submitted
The Contacts TabThe Contacts Tab
Contact Record CreationContact Record Creation
Add ContactsAdd Contacts
Contact Input ScreenContact Input Screen
Input enduser decision makers, CDW reps, etc, then click “save”
The Notes SectionThe Notes Section
You can select where the notes were sourced from
Create notes for opptyCreate notes for oppty
Save and View RecordSave and View Record
This is your confirmation that the attachment is created
View Record SavedView Record Saved
The Activities TabThe Activities Tab
Click “New” when you want to create an activity. Activities can include conference calls, budget calls, credit approvals/issues, notes about the customer requesting financing
The SchedulerThe Scheduler
You can schedule a date and time to have the call.
Outbound Call SelectionOutbound Call Selection
You can assign duties to persons associated with the opportunity, I’ve selected Kevin, to perform the conference call
Add Notes, PriorityAdd Notes, Priority
You can input what you will be talking about on
the call and assign priority of the call, to
better stage scheduling with the AMs
Input NotesInput Notes
You can add more notes as the oppty progresses and more information is shared. Be sure to save this when done.
You’re Done, for nowYou’re Done, for now You can update the notes section, You can update the notes section,
whenever there is a new development, whenever there is a new development, or if the oppty closes. If the quantity or if the oppty closes. If the quantity changes, you can update that and changes, you can update that and update the revenue accordingly.update the revenue accordingly.
If they decide to switch out parts, you If they decide to switch out parts, you can change that as wellcan change that as well
ALWAYS ALWAYS save stuff as you change it, save stuff as you change it, to assure that the record stays to assure that the record stays current.current.