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

See Team Allocations for the data model.

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. Bulk-reassign linked records. For Opportunities:

   mutation {
     updateOpportunities(
       data: {companyId: "CANONICAL_UUID"},
       filter: {companyId: {eq: "DUPLICATE_UUID"}}
     ) { affectedCount }
   }

3. Same pattern for People, Venues
4. For ServiceTickets use companyIdId (note the double-Id)
5. Soft-delete the duplicate: deleteCompanies(filter: {id: {in: ["DUPLICATE_UUID"]}})
6. Reversible via restoreCompany(id)

See Operators — API Access for the full cheat-sheet.

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 GraphQL createPeople(data: [...]) in 50-row chunks. See Data Migration — Imports.

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. Filter JSON — SELECT values are JSON-stringified arrays:

   {"operator":"AND","children":[
     {"fieldMetadataId":"<uuid>","operand":"IS_NOT","value":"[\"WON\"]"}
   ]}

4. For numeric: "operand":"GREATER_THAN_OR_EQUAL","value":"50" (string-encoded)

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

Use GraphQL updateOpportunities(data, filter) — capped at 200 per call. For per-record unique updates, REST PATCH at ~1.5/s. See Rate Limits.

How to backfill a new field from Salesforce

See Data Migration — Salesforce Field Map for the mapping table + pickle file locations.

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

The fallback worker (designer-ai.service) polls every 15s — give it a minute. If still nothing, check aiPrompt was actually saved and GOOGLE_API_KEY env var is present on the CRM server.

Dashboard widget shows wrong count

Widget filter values must be JSON-stringified — "[\"WON\"]" not "WON". Numeric values must be string-encoded — "50" not 50.

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.