Campus Overviews

Which Tab do you click on when you are making a Campus Overview?

• Reports

• Opportunities

• Accounts

• Contacts

What do you click on after you click on "Opportunities"?

• Campus Overview Template

• All Opportunities

• My Opportunities

• Recent Opportunities

What symbol fo you click on once you are on the Campus Overview Template

• Funnel

• Pencil

• Pie

• Gear

Which Filters do we need to add to create our Campus Overview?

• Sample Codes and Revenue

• Academic Sales Year: 24'25, and your school name.

• Revenue and Academic Sales Year

• Your School Name and Sample Codes

How do you sort by highest revenue??

• Drag and drop your highest revenue opps to the top of the screen

• Add a new filter for Revenue.

• Press some buttons and cross your fingers at the same time.

• Press the down arrow next to amount.

I have screen issues on campus because the wifi is super spotty. How can I use my campus overview on campus?

• Click "Printable View" and then print your campus overview.

• Click on the Print Screen and scroll and print multiple pages.

• Print out each of your opps and staple them together.

• Wave my ipad around until I get service.

What is the main point of using a Campus Overview?

• To clean up your sales force dashboard and make it look aesthetic

• To update "Book in Uses" and keep them all in one place

• It keeps all your opportunities organized and helps you hit all of them while on campus without forgetting any! This will increase your big money sales.

• To update changing names of schools.

Circle the place where you can switch the view of your campus overview

Circle the place where you need to add filters.

Circle the place where you put your school's name