You will begin seeing pipeline documents from users following the new Ease of Selling (EOS) process in the Services One tool. Services One is Advanced Service’s integrated Salesforce.com platform that links opportunities, projects, workspaces, estimates and case management. Pipeline documents uploaded in Services One will automatically appear in DCP.
- Pipeline documents are categorized as supporting material and will be tagged with Deal ID and Project ID, if available.
- DCP has been enhanced to allow search and custom filter definition with the Deal ID as criteria.
- If the Project Manager is known, the pipeline documents will have the PM added as owner of the document. Document owners are provisioned with full management authority on the document.
Additionally, existing pipeline documents will begin to populate in Services One and DCP as the Delivery Pipeline Management Tool (DPMT) data is migrated and DPMT is retired.
All DPMT pre-sales attachments from FY14 through today will be visible beginning mid-April.
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