![Page 1: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/1.jpg)
OneView Administrator Training Company Module
December 2010
![Page 2: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/2.jpg)
Agenda
1. Duplicate Company Report
2. Merging Duplicate Companies
3. Companies Flagged for Deletion
4. Company Extract
5. Account Re-Assignment Tool
![Page 3: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/3.jpg)
Duplicate Company Report
![Page 4: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/4.jpg)
Company Records in OneView
– There should only be one company record per location in OneView
– OneView warns users when they are creating a potentially duplicate company record, however, it does not prevent them for doing so. User can bypass the warning message.
If the user selects No Match, they can go ahead and create the duplicate company record.
![Page 5: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/5.jpg)
Duplicate Company Report
– Purpose of this report is to identify potential duplicate company records in your area
– Report is primarily based on sound-ex values (phonetics) as well as additional criteria regarding location
– If duplicate company records are found, refer to section on merging duplicate companies
– Recommended frequency to run this report is monthly
![Page 6: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/6.jpg)
Duplicate Company Report Continued
Leave the Search Result at the default value of All Companies
![Page 7: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/7.jpg)
Duplicate Company Report Sample
As a reminder the report is based off sound-ex values, which is why the report title says Potential Duplicates.
If you think that there are duplicate company records, please reach out to the relevant account managers for clarification.
![Page 8: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/8.jpg)
Merging Duplicate Company Records
![Page 9: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/9.jpg)
Merge Functionality– By default country administrators and higher have the ability to merge
duplicate company records that are within their division & security group– Regional administrators have the ability to restrict this access by sending
an email to the global administrator – For records that outside of the scope of your country security group,
please contact your regional administrator for assistance– Only the global administrator can merge account records for companies
owned by managers in different regions or divisions
– Merging duplicate records, will combine multiple records into a single record and transfer information on opportunities, activities and leads to the master record– Data is not lost/deleted– Account Managers on the duplicate company record(s) are automatically
added as members to the Agility Account Team on the master company record
![Page 10: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/10.jpg)
Merging Duplicate Company Records in OneView– The first step in merging duplicate company records is identifying the master
record
– The duplicate records will be merged/combined onto the master record
– After identifying the master record, the next steps are to:
– Click on the Administrator Tab of the master company record
– Click the Add Duplicates Button to add the duplicate records to the master record (can add more than one duplicate record)
– Click the Remove Duplicates Button if you incorrectly add a duplicate record
– Once all of the duplicate records are found, click the Merge Duplicates Button
– All of the information from the duplicate records will merge onto the master record
![Page 11: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/11.jpg)
Merging Duplicate Company Records in OneView
Click the Add Duplicates Button to add duplicate company records to the master record Click the Merge Duplicates
Button to merge the duplicate records into the single/master record
![Page 12: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/12.jpg)
Merging Duplicate Company Records in OneView
Once the merge is complete the duplicate company records no longer appear in the duplicates grid
![Page 13: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/13.jpg)
Companies Flagged for Deletion Saved Search
![Page 14: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/14.jpg)
Companies Flagged for Deletion Saved Search– Users can indicate that a company record should be deleted by selecting the
flagged for deletion tick box
– One reason to delete a company record is if the company is no longer in existence
![Page 15: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/15.jpg)
Companies Flagged for Deletion Saved Search Continued
– Administrators can view the companies flagged for deletion in their territory by using the Companies Flagged for Deletion Saved Search
– Recommended frequency to run this search is monthly
Copy and paste the results from OneView into Excel
![Page 16: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/16.jpg)
Company Extract
![Page 17: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/17.jpg)
Company Extract– The Company Extract provides a roster of all companies:
– That are in your territory/region
– the user is in your territory as either an account manager or a team member
– Purpose of the report is to identify:
– Accounts being managed by users in another region / country
– Work with relevant admins / account manager to find out why & determine if the account needs to be re-assigned or have a local account manager added to the team
– Identify accounts assigned to un-licensed users/users that left the company and re-assign as needed (refer to Account Re-Assignment Tool)
– Recommended frequency to run this report is monthly
![Page 18: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/18.jpg)
Company Extract Continued– The Company Extract is located on the Administrator’s Employee Profile on
the Administrator Tab
– The report can be run for a specific country or account manager
Company Extract
![Page 19: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/19.jpg)
Account Reassignment Tool
![Page 20: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/20.jpg)
Account Reassignment Tool– The Account Reassignment Tool allows you to
– Re-assign multiple accounts and related opportunities and activities from one account manager to another
– The tool will go through a series of prompts that will allow you to reassign records in which the user was an account manager, opportunity owner, activity owner, team member, etc.
– Purpose of the tool is to ensure that all company records and related opportunities and activities are assigned to a licensed OneView account manager who can best service the customer's needs
– Use this tool on an as-needed basis
![Page 21: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/21.jpg)
Account Reassignment Tool Continued– Access the tool from the employee profile (on the administrator tab) of the
user you want to transfer the records away from
– Detailed instructions on how to use the Account Re Assignment Tool are located at www.oneviewtraining.com
Account ReAssignment Tool
![Page 22: OneView Administrator Training Company Module December 2010](https://reader031.vdocuments.us/reader031/viewer/2022022207/56649f215503460f94c396dd/html5/thumbnails/22.jpg)
Thank you