Synapse Reporting
How do you edit your Columns?
Click the Gear icon
Why should a CO be created as an opp in Synapse even if $0?
To get written credit and auditing purposes.
Where do I go to attach a document to an opportunity?
Documents tab at the bottom.
Should you download the Reference Library to your desktop?
NO!!!
How do you search for a customer name?
Search for “Contains” instead of “is”
What lead source needs to be chosen for Sirius Deals?
“Sirius Computer” or “Sirius – DV/TS”
What do you need to attach to every Opportunity before marking it as “Closed Won”?
Fully signed SOW AND SOW Worksheet (yes, this is small SOWs too)
How many dogs does Michelle have?
5
What’s another way to filter instead of using the filter icon?
Right click on the area you want to “filter out” or “show matching”
What 3 documents need to be attached to the Opp for a Sirius deal?
Internal SOW, Sirius SOW, Request form/workbook
Why won’t the Opp. let me save the deal?
You haven’t filled out all required (*) fields.
How many kids does Marissa have
3
How do you save a report as a Favorite?
Click the “hamburger” button and click “Create Favorite”
When should you create a CO?
Cancellations, Extensions, Additional/Removal of Scope, CSAT hrs, Credit
If you sell a cross-sell deal, where do you need to indicate that within an opportunity?
Lead source drop down.
Name 2 reasons a contract can be “At Risk”?
SOW/CO not complete, missing PO, pending HWGP ship complete, missing funding
How do you search for a new Account Name?
Ask your ATAE or search only the customer name
What’s under construction and what’s the process that should be followed for now?
WAR process: close the opps as “Won” and email: sales ops, CES, Resourcing, Phyllis, and manager
What 3 details are needed in a new Account?
Your name, ATAE, Services box checked, billing information, special finance notes
Where is the Reference Library saved?
Sales General SharePoint under “SNS Reference List”