Pilot Program User Guide - LinkPoint360
Pilot Program User Guide 68 White Street, Suite 2, Red Bank, NJ 07701 1 732.212.8401 www.linkpoint360.com Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Table of Contents OVERVIEW . 3 About LinkPoint ReCAPP . 3 Understanding the LinkPoint ReCAPP Integration . 3 ReCAPP Basics. 4 GETTING STARTED WITH LINKPOINT RECAPP . 5 Completing the Setup Wizard . 5 ACCESSING YOUR LINKPOINT RECAPP WEB PORTAL PROFILE . 11 Logging In and Out of the LinkPoint ReCAPP Web Portal . 11 Resetting Your Password . 13 Resetting a Forgotten Password . 16 CHANGING YOUR LINKPOINT RECAPP WEB PORTAL SETTINGS . 19 Understanding Your Profile Details . 19 Editing Your User Profile. 25 Updating Microsoft Exchange Credentials. 27 Updating Salesforce Credentials . 31 USING THE LINKPOINT RECAPP MOBILE APPLICATION. 35 Downloading the Mobile Application . 35 Logging In and Out . 37 My ReCAPPs . 41 Meeting ReCAPPs . 43 Meeting Details . 45 Meetings. 46 Navigation. 47 Recapping a Meeting. 48 UNDERSTANDING NOTIFICATIONS AND SALESFORCE SYNCING . 55 Email Notifications to Managers and Administrators . 55 Viewing ReCAPP Data on a Salesforce Record. 57 Rev. 2/11/16 Page 2 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Overview About LinkPoint ReCAPP LinkPoint ReCAPP enhances the business value of sales interactions by capturing critical meeting intel from sales reps via mobile devices. LinkPoint ReCAPP brings productivity to sales reps by making meeting feedback a part of their natural sales process while adding very few obstacles for adoption within the teams. Integration with Microsoft Exchange and Salesforce eliminates the need to search for meetings or return to the CRM to take care of manual data entry. And the data captured fits the format you need and matches the content you want within your organization. LinkPoint ReCAPP makes it simple and seamless for sales reps to sync the information gathered from sales meetings into Salesforce as soon as the meeting ends and in the exact format the company wants. Configurable Profiles: Each user is set up with a Profile that can be reviewed and updated via the LinkPoint ReCAPP Web Portal. Mobile Application: Users install the LinkPoint ReCAPP application on their mobile device. They will be notified via the app at the close of a meeting and prompted to complete a ReCAPP. With just a few swipes, users select answers from predefined questions based on the meeting type in just minutes. Integration: The content captured by users is synchronized to the related CRM records for managers and other team members to review when dealing with that specific object in the CRM. Summaries: LinkPoint ReCAPP Organization and Team Administrators receive a ReCAPP Summary once each ReCAPP is complete, offering enhanced visibility into team interactions with prospects and customers. Understanding the LinkPoint ReCAPP Integration LinkPoint ReCAPP is designed to use information from meetings scheduled in Microsoft Exchange to prompt users to answer predefined questions using standardized answer options. The answers to these questions are then pushed to Salesforce as part of the integration. In order for the data to move between the systems and the LinkPoint ReCAPP mobile application, each user must enter their Microsoft Exchange and Salesforce credentials via the LinkPoint ReCAPP web portal. Once each user configures their Profile to include their Microsoft Exchange and Salesforce credentials via the web portal, the majority of their time is spent with the LinkPoint ReCAPP mobile application. The application is downloaded to the user’s mobile device and all question and answer content is collected within the app itself. The questions you answer as part of each ReCAPP are driven by several factors. Your manager(s) can choose to assign you to specific teams and make sure that the questions you encounter are specific to your department or role. Additional questions may appear due to the type of meeting you have attended. All of the logic is predefined by your LinkPoint ReCAPP Organization Admin and managers. Users simply review the questions provided and select predefined answer choices, or enter freeform text in an Other field, if available. The answers are captured and then synced back to the CRM, eliminating the need for additional data entry by the user. Rev. 2/11/16 Page 3 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide ReCAPP Basics A ReCAPP is a collection of questions (and their responses) regarding a specific item in Salesforce such as an Opportunity or Account. A Meeting ReCAPP includes the specific questions (and their responses) for information gathered from a single meeting or interaction. A Meeting is a calendar item, synced to the LinkPoint ReCAPP system from Microsoft Exchange. Meeting content includes the subject, date, time, invitees, and notes (or body of the meeting invitation). Tip: Each ReCAPP may be made up of individual Meeting ReCAPPs if more than one meeting occurred related to the Salesforce object. Additional Resources: You can read more about ReCAPPs, Meeting ReCAPPs, and Meetings later in this User Guide. Rev. 2/11/16 Page 4 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Getting Started with LinkPoint ReCAPP Warning: Before you can begin to use the LinkPoint ReCAPP mobile application to capture feedback from your prospect and client meetings, you need to establish your LinkPoint ReCAPP account. Your LinkPoint ReCAPP Organization Administrator or Team Administrator (i.e. a department manager), will create your user Profile. To continue the process, you will need to complete the Setup Wizard and connect your Microsoft Exchange and Salesforce accounts to LinkPoint ReCAPP. This is typically a one-time process. Completing the Setup Wizard The first time any user logs into the LinkPoint ReCAPP web portal, the user will be prompted to complete the Setup Wizard. The Setup Wizard is designed to walk each user through the information needed in order to establish their Profile and the connections between Microsoft Outlook, Salesforce, and LinkPoint ReCAPP. In this section, you will learn how to complete the Setup Wizard. 1 Visit https://recapp.linkpoint360.com. Select the Log in link in the top right corner of the screen. Rev. 2/11/16 Page 5 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 2 3 Enter your Email Address and Password, then click the Log In button. Review the information on the Edit User screen. Confirm that the information is populated correctly and add any additional information in the available fields. Click Next to continue. Rev. 2/11/16 Page 6 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Tip: Some fields, such as CRM Host and Email Host, are locked for editing based on your account settings and your level of permission in LinkPoint ReCAPP. For first time user Organization Admins, the only available option for the Team drop-down list will be Default. You can change this once you complete the Setup Wizard. Additional Resources: You can read more about setting up teams in LinkPoint ReCAPP later in this Setup Guide. 4 Click the Connect button in the Edit Salesforce Configuration screen. The Login URL will be set to Production by default and in most cases should not be changed. Rev. 2/11/16 Page 7 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 5 If you are not logged into Salesforce, you will be prompted to log into your account. 6 You will be asked to allow LinkPoint ReCAPP access to your Salesforce account the first time you connect the systems. Click Allow to continue. Rev. 2/11/16 Page 8 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 7 Note the Connection Status. If the status is Ready, click the Next button to continue. If the status is Not Ready, repeat the process to connect your Salesforce account. Tip: A failed connection to Salesforce is often caused when the user enters incorrect credentials for Salesforce or does not click the Allow button to provide LinkPoint ReCAPP with access to the Salesforce account. Rev. 2/11/16 Page 9 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 8 Enter the password for your Microsoft Exchange account in the Password and Confirm Password fields. Click the Finish button to continue. Tip: Be sure to have your Exchange account password on hand for this step. Many users encounter connection errors when they enter incorrect password information. This password is typically different than the credentials you use to access Salesforce, your computer, or other applications. If you are not sure about your Exchange password, check with your in-house Exchange Admin prior to completing this step. Tip: The checkbox for the Use Exchange Autodiscover Service will be selected by default. Leave the checkbox selected unless your organization has Autodiscover disabled for your Exchange account. Autodiscover enables third-party applications to connect to Exchange accounts automatically using the credentials provided by a user. Autodiscover is enabled by default by most organizations. However, some companies disable this feature to prevent unauthorized access to their Exchange servers. If your Autodiscover Service is disabled or you have difficulty connecting your Exchange account to LinkPoint ReCAPP, contact your in-house Exchange Admin and request your Exchange Web Service URL and Exchange Version. Deselect the Use Exchange Autodiscover Service checkbox and enter the information provided by your in-house Exchange Admin in the corresponding fields. Rev. 2/11/16 Page 10 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Accessing Your LinkPoint ReCAPP Web Portal Profile Logging In and Out of the LinkPoint ReCAPP Web Portal LinkPoint ReCAPP user management is based in a Software-as-a-Service (SaaS) web portal. Organization Admins and users can access account and user details easily via any web browser. In this section, you will learn how to log in to and out of your LinkPoint ReCAPP account via the web portal. 1 Visit https://recapp.linkpoint360.com. Select the Log in link in the top right corner of the screen. Rev. 2/11/16 Page 11 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 2 Enter your Email Address and Password, then click the Log in button. Tip: For first-time access by an Organization Admin, the LinkPoint360 Professional Services Team will provide you with a password. You will be able to change your password later in the process. 3 When you are finished, click your email address in the top right corner and then click Log out to securely close LinkPoint ReCAPP and end your session. This will return you to the LinkPoint ReCAPP external home page. Rev. 2/11/16 Page 12 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Resetting Your Password LinkPoint ReCAPP Organization Admins and users have the ability to update or reset their log in details with the Reset Password window. In this section, you will learn how to reset the password for your LinkPoint ReCAPP Profile. 1 2 Log in to LinkPoint ReCAPP, and click your email address in the top right corner. Then click My Profile. Select the Reset Password link at the top of the User page. Rev. 2/11/16 Page 13 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 3 4 5 Click Confirm to proceed with the password change. Enter the new password in both the New Password and Confirm Password fields in the Reset Password window. Click the Reset button to continue. Click the Close button to continue finish. Rev. 2/11/16 Page 14 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Tip: Organization Admins can select Users on the navigation pane and then select any user in the User section to initiate the reset password process on behalf of the user. The user will receive an email from the LinkPoint ReCAPP system with additional instructions. Team Administrators can use this feature to initiate a password reset only for users assigned to their Team(s). Rev. 2/11/16 Page 15 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Resetting a Forgotten Password LinkPoint ReCAPP Organization Admins and users have the ability to reset their password in the event that they have forgotten their log in credentials for the LinkPoint ReCAPP web portal. In this section, you will learn how to reset the password for your LinkPoint ReCAPP Profile. 1 2 Visit https://recapp.linkpoint360.com. Select the Log in link in the top right corner of the screen. Select the Forgot your password? link. Rev. 2/11/16 Page 16 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 3 4 5 Enter your Email Address in the field on the Forgot your password? page and click the Submit button. Check your email for a message from noreply@linkpoint360.com titled LinkPoint ReCAPP: Reset Password Request. Select the link provided in the email for resetting the password. Rev. 2/11/16 Page 17 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 6 7 Enter the corresponding information in the Email Address, Create Password, and Confirm Password fields, and click the Reset button. Log in to the LinkPoint ReCAPP web portal using the new password. Rev. 2/11/16 Page 18 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Changing Your LinkPoint ReCAPP Web Portal Settings Understanding Your Profile Details LinkPoint ReCAPP users can log into the LinkPoint ReCAPP web portal to review their Profile. In this section, you will learn how to review your LinkPoint ReCAPP Profile. 1 Log in to LinkPoint ReCAPP, and click your email address in the top right corner. Then click My Profile. Rev. 2/11/16 Page 19 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 2 Review the User information in the first section of the page. Field Definition Email Address The email address that the user will use to log into LinkPoint ReCAPP and receive notifications from the system. Time Zone The time zone where the user is working. This setting is used to manage when the sync operations are run for that particular user. Organization The company that will be using the LinkPoint ReCAPP system. Job Title The job title or function of the individual, populated during the set up process. Team The group of users that the individual belongs to. Teams are useful for grouping users with similar responsibilities who will work with the same set(s) of questions. Team Role A secondary grouping of users. Team roles are useful if there are subsets of users within a Team that will work with the same set(s) of questions. Security Role The level of permission to make changes and manage the LinkPoint ReCAPP system. Users only have the access to change their own Profile details. CRM Host The CRM that will be integrated with the LinkPoint ReCAPP account. Rev. 2/11/16 Page 20 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Field 3 Definition Email Host The email application that will be integrated with the LinkPoint ReCAPP account. Enabled This flag indicates whether the user profile is active. Created & Last Modified These fields reflect the date that the Profile was created and/or last modified within the LinkPoint ReCAPP account. Review the Hosts section on the Profile page. Note that you have the ability to see your connnection status for both the CRM Host and Email Host. Click the Edit icon to edit the credentials. Click the Delete icon to disconnect. You can click on each Host name to view the connection details. Rev. 2/11/16 Page 21 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 4 Review the Meetings section on the Profile page. Note that this section will be blank when the LinkPoint ReCAPP account is first created. This section will display all of the meetings listed in your specific instance of Microsoft Exchange that include attendees. Field Definition Name The name of the meeting as it appears in Microsoft Exchange. Regarding Name The name of the object in Salesforce that the meeting has been related to such as an Opportunity record. Start & End The start and end dates of the ReCAPP for the listed meeting. ReCAPP Status The ReCAPP Status column indicates whether a ReCAPP has been conducted for each of the listed meetings. Rev. 2/11/16 Page 22 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 5 Review the ReCAPPs section on the Profile page. Note that this section will be blank when the LinkPoint ReCAPP account is first created. This section will display all of the ReCAPPs that have been initiated by you as an user. Field Definition Regarding Name The name of the object in Salesforce that the meeting has been related to such as an Opportunity record. # Meetings The number of meetings in Microsoft Exchange that are related to the ReCAPP. Status An indicator as to whether the ReCAPP is not started, in progress, or completed. Rev. 2/11/16 Page 23 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 6 Review the Subscribed Decks section on the Profile page. Decks are sets of predefined questions available for use by a user within the LinkPoint ReCAPP mobile application. This section will display all of the decks that have been made available for the specific user. Rev. 2/11/16 Page 24 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Editing Your User Profile LinkPoint ReCAPP users can log into the LinkPoint ReCAPP web portal to review their Profile and edit specific fields, depending on their role in the system. In this section, you will learn how to review and edit your LinkPoint ReCAPP Profile. 1 2 Log in to LinkPoint ReCAPP, and click your email address in the top right corner. Then click My Profile. Select the Edit option at the top of the User page. Rev. 2/11/16 Page 25 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 3 Edit the necessary fields within the Edit User window. Note that some fields cannot be edited by the user and are locked down. Click the Save button when finished and then Close to exit the Edit User window. Rev. 2/11/16 Page 26 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Updating Microsoft Exchange Credentials LinkPoint ReCAPP users are able to review their connection to Microsoft Exchange in order to disconnect or make changes to their integration configuration. In this section, you will learn how to update your Microsoft Exchange account to LinkPoint ReCAPP. 1 Log in to LinkPoint ReCAPP, and click your email address in the top right corner. Then click My Profile. Rev. 2/11/16 Page 27 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Locate the Hosts section and note the status of the Exchange connection. The red X and Please configure. status indicate that the user account is not connected to Microsoft Exchange. The green and Ready status indicate that the user account is connected to Microsoft Exchange. 2 3 Select the Edit icon for the Exchange Host to view the Exchange connection options. Rev. 2/11/16 Page 28 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 4 5 Enter the User Name and Password associated with the Exchange account. Enter the password again in the Confirm Password field. Update any fields necessary for the Use Exchange Autodiscover Service checkbox and related options. Rev. 2/11/16 Page 29 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 6 7 Click Save when all of the information has been updated. Click the Close button once the green check mark and Ready message are displayed. Rev. 2/11/16 Page 30 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Updating Salesforce Credentials LinkPoint ReCAPP users are able to review their connection to Salesforce in order to disconnect or make changes to their integration configuration. In this section, you will learn how to update your Salesforce account to LinkPoint ReCAPP. 1 Log in to LinkPoint ReCAPP, and click your email address in the top right corner. Then click My Profile. Rev. 2/11/16 Page 31 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Locate the Hosts section and note the status of the Salesforce connection. The red X and Please configure. status indicate that the user account is not connected to Salesforce. The green and Ready status indicate that the user account is connected to Salesforce. 2 3 Select the Edit link for the Salesforce Host to view the Salesforce connection options. Rev. 2/11/16 Page 32 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 4 5 Click the Disconnect button to remove the connection between LinkPoint ReCAPP and Salesforce. Click the Connect button to connect to the new Salesforce account. If you are already logged into Salesforce, LinkPoint ReCAPP will establish the connection and close the window. Rev. 2/11/16 Page 33 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 6 Note that the Salesforce account is now connected to LinkPoint ReCAPP with the green and Ready message displayed. Rev. 2/11/16 Page 34 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Using the LinkPoint ReCAPP Mobile Application LinkPoint ReCAPP settings and user administration are managed in the LinkPoint ReCAPP web portal. Once account configuration is completed, the LinkPoint ReCAPP experience shifts to the mobile application. All users receive an automated email once they have configured their Microsoft Exchange and Salesforce accounts with instructions regarding the download and set up of the LinkPoint ReCAPP mobile application. In the following sections, you will learn how to use the LinkPoint ReCAPP mobile application. While screenshots demonstrate functionality on the iOS platform, the application operates the same for Android system users. Downloading the Mobile Application 1 Launch your email application on the mobile device you wish to use with LinkPoint ReCAPP. Find the email from noreply@linkpoint360.com titled Download the LinkPoint ReCAPP App. Rev. 2/11/16 Page 35 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 2 Click the button that matches your device to download the application. Follow the instructions and prompts from the app store to complete the download. Tip: You can download the LinkPoint ReCAPP mobile application to more than one device for use with your account. Many users choose to install on both their mobile phone as well as a corporate issued tablet. Rev. 2/11/16 Page 36 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Logging In and Out 1 Launch the LinkPoint ReCAPP application on your mobile device. Rev. 2/11/16 Page 37 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 2 Enter the same Username and Password you used on the LinkPoint ReCAPP web portal. Rev. 2/11/16 Page 38 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 3 Note that the main screen is the My ReCAPPs screen. This screen will be empty for new users who have not started a ReCAPP. Returning users will see a listing of all ReCAPPs related to their account. Rev. 2/11/16 Page 39 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide 4 Select the main menu icon and select Log Out to close the LinkPoint ReCAPP application. Tip: You will receive notifications on your mobile device from LinkPoint ReCAPP even if you have closed the application itself. Rev. 2/11/16 Page 40 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide My ReCAPPs The My ReCAPPs screen is the home screen for the LinkPoint ReCAPP application. Users are presented with a list of the ReCAPPs associated with their account. A ReCAPP is a collection of questions (and their responses) regarding a specific item in Salesforce such as an Opportunity or Account. Each ReCAPP may be made up of individual Meeting ReCAPPs if more than one meeting occurred related to the Salesforce object. Example: A user has three meetings with a prospect regarding the ABC Company Sales Opportunity. At the end of each meeting, LinkPoint ReCAPP will present a series of questions, and the user will provide responses. Each set of questions and responses is a Meeting ReCAPP (feedback related to a single meeting for the Opportunity). All of the questions and answers for each individual meeting roll up into the ReCAPP for that Opportunity. Each Meeting ReCAPP may include 10 questions and answers. The ReCAPP for the Opportunity will include the content for all 30 questions and answers. Rev. 2/11/16 Page 41 Copyright LinkPoint360 All Rights Reserved.
LinkPoint ReCAPP Pilot Program End User Guide Users can filter their My ReCAPPs view. Tap to toggle between filters for All, Open, and Closed. Filter Definition All Lists every ReCAPP related to the user
The first time any user logs into the LinkPoint ReCAPP web portal, the user will be prompted to complete the Setup Wizard. The Setup Wizard is designed to walk each user through the information needed in order to establish their Profile and the connections between Microsoft Outlook, Salesforce, and LinkPoint ReCAPP. In
LinkPoint ReCAPP is the latest sales productivity solution for Microsoft Exchange and Salesforce users from LinkPoint360. LinkPoint ReCAPP will make it simple and seamless for sales reps to sync the information gathered from sales meetings into Salesforce as soon as the meeting ends and in the exact format the company wants. Organizations
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