How to use the Linear Playbook Summary Widget
Posted by The Team at Mindmatrix on 12 June 2018 12:04 PM | |
Linear Playbook Summary Widget is for Channel Managers to keep track of how the partner users are using the linear playbook and check which stages of the playbook each partner user is in and review the status of users in each step.
The different options available the Linear Playbook Summary Widget are:
Late: Users who have not completed the step before the due date and are late. Complete: Show the number of Users who have completed that step For each step, it’s the same, but for the last step – “Manager Overview” it’s the aggregate of all the completed steps. | |
Related Articles
How do I share Contact Lists with Partner Admins and Channel Managers?
The functionality to share contact lists with Partner Admins and Channel Managers has been introduced in Recipient Lists, Smart Lists, and Company Smart Lists. This allows for streamlined access management, ensuring that relevant contacts are shared ...How do I Import Users?
Note: Only administrators have access to this feature. Please contact your administrator or reach out to support@mindmatrix.net for assistance. 1) Go to Setup > User Management > Import Users: (Note: If your top navigation menu is customized, ...How to View the Sales Playbook Summary Report
Go to "Reports", open the "Playbooks" drop-down, and then select "Sales Playbooks". The drop-down menus at the top of the screen provide different options for filtering reports. Clicking on the “Generate” button will populate data below in the ...How do I use a Playbook?
Overview: This article describes how to use the playbook feature. Select the ‘Playbook’ tab. New Feature: List View on the Media Side of Playbooks The ‘List View’ option has now been implemented on the media side of the playbook. Earlier, this ...Dashboard Overview: Partner Basic - Mindmatrix Bridge (Version 5)
Currently there are four different standard options designed specifically to enable Partners to the best of your portal's ability. As of Summer 2021 the new v5 widgets were released and below you'll find the v5 Partner Basic - PRM standard dashboard ...