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.

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...

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 ...

Each module is different, but you should plan on several hours across multiple days to complete a module.

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.

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...

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...

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...

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.