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

    This setup document provides step-by-step instructions to initialize the Sales Account Manager template for Microsoft Office SharePoint Server 2007.
    • Note:There are multiple files available for this download.Once you click on the "Download" button, you will be prompted to select the files you need.


      File Name:

      Setup Sales Account Manager.doc

      Setup Sales Account Manager.docx

      Date Published:


      File Size:

      314 KB

      219 KB

        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.
    • Supported Operating System

      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

      • 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.