1. Company
1.1. Company Type
1.1.1. End-user
1.1.2. Distributor
1.1.2.1. Tier 1
1.1.2.2. Tier 2
1.1.3. Channel Partner
1.1.3.1. Authorized
1.1.3.2. Silver
1.1.3.3. Gold
1.1.4. A&E Partner
1.1.5. Application Partner
1.1.6. Technology Partner
1.2. Account Family
1.2.1. Parent Account
1.2.2. Child Account
1.3. Hanwha ID
1.4. Hanwha Rep
1.4.1. dropdown from Hanwha
1.5. Contacts
1.5.1. Main Contact
1.5.1.1. First Name
1.5.1.2. Last Name
1.5.1.3. Corporate email
1.5.1.4. Country
1.5.1.4.1. State/Province/Department
1.5.1.5. CellPhone
1.5.1.6. Phone #
1.5.1.7. Access to STEP Portal (PRM)
1.5.1.7.1. yes
1.5.1.7.2. no
1.5.1.8. WTB attribute
1.5.1.8.1. yes
1.5.1.8.2. no
1.5.1.9. eLearning Courses Completed
1.5.1.10. Wisenet Certification
1.5.1.10.1. yes
1.5.1.10.2. no
1.5.1.11. Notes/Comments
1.5.2. Sales Contact
1.5.2.1. same as above for all contacts
1.5.3. Eng. Contact
1.5.4. Mkt Contact
1.5.5. Other Contacts
1.6. Main Contact
1.7. Address
1.8. Website
1.9. Country
1.9.1. State/Province/Department
1.9.1.1. City
1.10. Company Telephone
1.11. Sales
1.11.1. Sales Out (internal)
1.11.2. MSRP (external & Fed to PRM)
1.12. Opportunities
1.12.1. End-User Name
1.12.1.1. End-User Contact
1.12.2. STEP Partner
1.12.2.1. STEP Partner Contact
1.12.3. BOM
1.12.3.1. List of products with MSRP and Qty
1.12.4. Opportunity Amount $
1.12.4.1. Calculated based on BOM or input from Sales Rep
1.12.5. Convert
1.12.5.1. To Project
1.12.5.1.1. A Project Registration has to be created through PRM to convert Opportunity
1.12.5.2. Closed/Lost
1.12.5.2.1. Reasons (text Box- Mandatory)
1.12.5.3. Won
1.12.5.3.1. Sold as Run-rate/Partner Discount
1.13. Projects
1.13.1. Fed Through PRM
1.13.2. Project Type
1.13.2.1. Demo
1.13.2.2. Regular
1.13.3. Distributor
1.13.3.1. Option A
1.13.3.2. Option B
1.13.4. Channel Partner
1.13.5. Project Onwer (Hanwha Rep)
1.13.6. Project Stage
1.13.6.1. Pending - Registered but no action from Hanwha yet
1.13.6.2. Approved – discounts are visible to Disty (discounts, owner, probability, assigned by Hanwha)
1.13.6.3. Closed – Delivered 100% (POS report)
1.13.6.4. Won/POS – Partial Delivery (POS Report)
1.13.6.5. Lost – Information mandatory for closing (fed by Hanwha)
1.13.6.5.1. to Competitor
1.13.6.5.2. Project not realized
1.13.6.6. Deleted (cannot be deleted from CRM for historical content but will not be visible to Disty or Integrator on STEP Portal
1.13.6.6.1. Replaced by New Registration
1.13.6.6.2. Registered by Error
1.13.7. End-User Name
1.13.7.1. End-User Contact
1.13.7.1.1. First Name
1.13.7.1.2. Last Name
1.13.7.1.3. Email
1.13.7.1.4. Phone #
1.13.7.2. End-User Country
1.13.7.2.1. State/Province/Department
1.13.8. Cross-Region
1.13.8.1. yes
1.13.8.1.1. EU Region
1.13.8.1.2. STEP Partner Region
1.13.8.2. no
1.13.9. Estimated End-User Budget
1.13.10. Project Challenge and reason for special pricing request (text Box)
1.13.11. Estimated Close Date (calendar)
1.13.12. Installation Start Date (calendar)
1.13.13. Installation Close Date (calendar)
1.13.14. Project Valid Until (calendar)
1.13.14.1. can only be edited by Hanwha in CRM
1.13.15. Roll-out Schedule
1.13.15.1. All at Once
1.13.15.2. 6 Months
1.13.15.3. a year
1.13.15.3.1. Phases
1.13.16. Additional Project Details
1.13.16.1. Fed through PRM
1.13.17. BOM
1.13.17.1. Fed Through PRM
1.13.17.2. Item
1.13.17.3. MSRP
1.13.17.4. Discounted cost for Disty with Partner Level applied
1.13.17.5. Additional Discount/Project discount
1.13.17.5.1. Text box
1.13.17.6. Cost of applied additional discount applied
1.13.18. VMS
1.13.19. ACS
1.13.20. Analytics
1.13.21. Audio
1.13.22. Other Hardware
1.13.23. Project Notes
1.13.23.1. Status
1.13.23.2. call log
1.13.23.3. email log