Manage POC Prospects
You can view all aspects of a POC and its prospects using the POCs page.
When needed, you can also manage some key components of an active POC. For example, you can change its Environment Policy parameters or cancel the POC.
Viewing the POCs List
From the Sales Enablement menu, select POCs. The POCs page opens listing all POCs for the account:
Item |
Name |
Description |
---|---|---|
1 |
POC Search Filters |
Enables you to dynamically filter the contents of the POCs page according to:
|
2 |
POC Details |
A high-level matrix of details for each POC, including:
|
3 |
Navigation Buttons |
Enables you to select the total number of rows displayed per page, as well as the page to display. |
4 |
Export Button |
Enables you to export the contents of the POCs page as a CSV file. |
Viewing Details for a Selected POC
From the POC User column on the POCs page, select the name of the recipient for whom you want to see POC details. The Proof of Concept page opens for the selected recipient:
Item |
Name |
Description |
---|---|---|
1 |
Extend POC Environment |
Add more time to the time period that the environment is available for use by this POC. The time that is available is dictated by the POC's environment policy. |
2 |
Cancel POC |
Cancel all user access to the environment for this POC. |
3 |
POC Details |
Key attributes of this POC, including:
|
4 |
POC Recipient |
Details about the selected recipient for this POC. including:
|
5 |
Timing |
Key date and time attributes for the invitation to this POC, including:
|
6 |
POC Status |
Key activity details for this POC, including:
|
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