This folder includes FAQs related to module settings and entering module data

Do I need to take every module in order?
You do not need to complete every module in order.  However, we do have pre-requisites to complete some of the modules to maximize the value of the module.
Thu, 18 Jun, 2020 at 1:13 PM
Is there a way for me to skip prerequisites and complete the module?
It depends on the module, if it requires data entered in other modules to build on top of them, then NO. If the module does not build on top of previous mod...
Tue, 9 Jun, 2020 at 10:51 PM
Why do I need a Sales Excellence Team Member to approve the module outputs?
Sales Excellence Team Members can help guide you and your team to produce Best in Class Results. They can view multiple Portfolio Companies and can enhance ...
Thu, 18 Jun, 2020 at 1:33 PM
How much time will it take to complete a module?
Each module is different, but you should plan on several hours across multiple days to complete a module.
Thu, 18 Jun, 2020 at 1:50 PM
I don’t see any print/export capability in the module. Can you send me the information in PPT or PDF?
It depends on the module. If it requires a lot of manual time to create you may need to get that approved by your Sales Excellence Director first.
Tue, 9 Jun, 2020 at 10:51 PM
How do I assign or remove modules assigned to a company?
Click on the “Roadmap” icon Select the company you want from the dropdown at the top Click on the circle to the left of any module to assign or remove th...
Tue, 9 Jun, 2020 at 10:52 PM
How do I assign/edit a target date for module completion?
NOTE: This only applies to users with Director role Go to “Roadmap”.  Select the company you want to edit the date(s) for from the dropdown list at th...
Tue, 9 Jun, 2020 at 10:52 PM
Can I go back into a module and change the information?
You can go back into a module. Simply start from the beginning and modify the current work. If the information has already been approved by a Sales or Marke...
Thu, 18 Jun, 2020 at 1:59 PM
Can I stop work on a module and start it again at any time?
You can stop at any time and start back when it’s appropriate. However, we ask you to complete the module you started within 10 days.
Thu, 18 Jun, 2020 at 2:02 PM