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SharePoint Server 2007 Guide: Setting up the Role-Based My Site Template for Sales Account Managers

Brief Description
This setup document provides step-by-step instructions to initialize the Sales Account Manager template for Microsoft Office SharePoint Server 2007.

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Quick Details
Version:3.0.5300.1555
Date Published:5/7/2007
Language:English
Download Size:219 KB - 533
*Download size depends on selected download components.

Overview

The Sales Account Manager template helps managers streamline the process of analysis of sales and opportunity information for their overall decision making. The template assists in customer account tracking against a set of performance metrics, such as quarterly revenue, growth, and opportunity. It also provides a graphical view of the geographical distribution of product sales and opportunities. The objective of this Role-Based My Site Template is to help the Sales Manager attain their goals of customer satisfaction and revenue augmentation.

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System Requirements

  • Supported Operating Systems: Windows Server 2003

  • This download works with the following Office programs:
    • Microsoft Office Word 2003
    • Microsoft Office Word 2007, or
    • a Word viewer such as Word Viewer 2003

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Instructions

To install this download:

  • Download the file by clicking the Download button (above) and saving the file to your hard disk.

Instructions for use:

  • Open this document in Microsoft Office Word to read or print it.



To remove this download:

  • Delete Setup Sales Account Manager.doc from your hard disk.

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Files in This Download

The links in this section correspond to separate files available in this download. Download the files most appropriate for you.
File Name:File Size

Setup Sales Account Manager.doc

314 KB

Setup Sales Account Manager.docx

219 KB

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