How-Tos

Exact clicks for the tasks teams run every week. Where a recipe can be done with an assistant prompt, the prompt is included — just copy-paste.

Opportunities & deals

How to log a new RFP

1. Open the ANC workspace app (top-left switcher — not "Standard")
2. Sidebar → Deals → + New
3. Set company (search first — don't create a duplicate)
4. Set stage = PROPOSAL, bidStatus = RFP_RECEIVED
5. Fill proposalDueDate, businessUnit, league, accountExecutive
6. Save

Assistant shortcut:

log a new RFP: Louisville Athletics, TECHNOLOGY, due April 30, AE [name]

How to move a deal through the pipeline

Open Bid Tracker (Kanban) → drag the card between columns. The flow is:

RFP_RECEIVED → SCOPING → BID_SUBMITTED → SHORTLISTED → WON
                                              ↘ LOST / NO_BID

How to mark pricing complete

1. Open the Opportunity
2. Toggle pricingComplete = TRUE
3. pricingCompleteDate auto-stamps to now

Why it matters: The Estimation & Proposals view groups by this flag — the proposal team uses it to see what's ready to send.

How to record per-year revenue

Two options:

Option A (simple): Fill flat fields directly — revenue2026, margin2026, revenue2027, margin2027. Dashboard widgets read these.

Option B (detailed): Add child opportunityRevenueSplit records with fiscalYear, allocatedAmount, splitType (INSTALL/SERVICE/LICENSING/OTHER). Used for deals with mid-year splits.

Pick A for standard deals. Pick B when accounting needs the breakdown.

How to log team allocations (Hankook pattern)

For advertising deals that spread across multiple teams:

1. Open the Opportunity (e.g., "Hankook Tire - MLB 2024")
2. Click the Team Allocations tab
3. + New Allocation — set team (Company), fiscalYear, revenue, cost, margin
4. Repeat for each team

This is mainly for media deals with multiple team placements. If the allocation setup is missing, ask a CRM admin to add it to the deal.

How to find overdue deals

Assistant:

which deals have proposalDueDate in the past and bidStatus is not WON or LOST

Manual: Open Proposal Pipeline view → filter proposalDueDate < today + bidStatus NOT IN (WON, LOST, NO_BID).

Companies

How to create a new Company

1. Sidebar → Companies → + New
2. Set name (exact canonical form — check duplicates first)
3. league, revenueType, address
4. Save

Always search first. 20+ duplicates have been merged so far.

How to merge duplicate Companies

1. Identify canonical record (the one with more linked opps/people)
2. Ask an admin to reassign linked records before archiving the duplicate
3. Confirm Opportunities, People, Venues, and Service Tickets point to the canonical record
4. Archive the duplicate instead of deleting it permanently

How to see everything for one account

Open the Company → use the tabs. Every linked object is there: Opportunities, Revenue Splits, Tickets, Estimates, Design Requests, RFP Analyses, Team Allocations, Venues.

People

How to add a new contact

1. Sidebar → People → + New
2. Crucial: link company to an existing Company — don't create a duplicate
3. Save

How to import a contact list

Use the CRM import flow or ask an admin to run a controlled import. Always search for the company first so the list does not create duplicate contacts.

Dashboards & views

How to switch to the ANC app

Top-left app switcher → ANC. All ANC dashboards and folders live here. Bookmarks should include the app path.

How to pin a dashboard to your sidebar

Open it → click the star icon. It goes into your Favorites section at the top.

How to share a view with a stakeholder

Open the view → copy the URL. URLs include the view ID so the recipient lands exactly where you did.

How to build a new widget

1. Open a dashboard → Edit
2. Add widget → pick type (bar, pie, number, gauge, line)
3. Pick the object, fields, filters, and display style
4. Save and confirm the count matches the source view

Assistant shortcut:

add a widget to ANC 2026 showing pipeline value for TECHNOLOGY vertical with probability >= 50

Assistant (Scout)

How to ask the assistant anything

Open the chat bubble (top-right) and type naturally. The assistant picks the right skill automatically.

How to force a specific skill

Prefix with: "use the skill-name skill". See the full skill list with example prompts.

How to generate a design mockup

touchdown graphic for Louisville, night game vibe

Takes ~20 seconds. A Design Request record is auto-created.

How to teach the assistant something new

learn this: our default payment terms are 50/50 on projects over $500K

Data operations

How to export a view to CSV

Open the view → right-side options → Export → CSV.

How to bulk update 1,000 opportunities

Export the target view, review the rows, then ask an admin to run a controlled bulk update.

How to backfill a new field from Salesforce

Ask a CRM admin to review the old field, confirm the matching CRM field, test a small sample, then run the backfill.

Notifications & follow-ups

How to get alerted on overdue deals

Automated overdue alerts are a Phase 2 item. For now, open Proposal Pipeline daily. An in-sidebar assistant digest is in progress.

How to assign a task

On any record, open the Tasks tab → + New Task → assign.

When things go wrong

The assistant picks the wrong skill

Force it: "use the pipeline-tracker skill: ...".

A view shows no rows

Check filters haven't accidentally AND'd to impossible. Remove filters one at a time.

Design AI didn't generate

Give it a minute, then confirm the prompt was saved. If it still does not generate, ask an admin to check the image-generation service.

Dashboard widget shows wrong count

Check whether the widget filters match the source view, especially status filters and probability thresholds.

Stakeholder lands on empty "Standard" app

They need to switch to the ANC app (top-left). Or send them a direct-view URL — those include the app path.