What's New

USER GUIDE - PRESALES ENGAGEMENT PORTAL

Friday, Nov 1st 2024

The User Manual contains all essential information for the user to make full use of the Presales Engagement Portal. This manual includes a description of the system functions and capabilities, step-by-step procedures for system access and use for products requiring presales engagement resources or documents.

Anticipated Usage Field Added

Thursday, Feb 11th 2021

A new field has been added to the BPA Solutions Opportunity Detail Page to capture anticipated usage. This will allow the CSM team and our PSP to quickly identify expectations for volume.

NOW AVAILABLE: Filter Opportunities by Specialist

Friday, Dec 4th 2020

Use the Specialist filter on the Opportunities page to see all opportunities assigned to a specialist.

ConnectSuite E-Certified Resource Information

Wednesday, Oct 21st 2020

Need to brush up on your ConnectSuite E Certify knowledge? Use these resources to review or learn the details behind this simple but powerful product.

ConnectSuite E-Certified Is now a Self Service Product!

Wednesday, Oct 21st 2020

ConnectSuite E Certify app packs can now be generated without presales involvement. Enter your DRD as normal, select ConnectSuite E Certify and enter the additional required fields then generate your app pak. No presales support required.

Save as draft/Submit

Thursday, Oct 24th 2019

DRD 2.0 has been enhanced to allow you to begin a DRD for any product; and then save it as a draft if you do not have all of the information required to complete it.

Reports Feature

Tuesday, Oct 1st 2019

The Reports feature allows users to select/define criteria and export data as an excel file.

Dashboard - Creating Widgets

Tuesday, Oct 1st 2019

You can now customize your Dashboard by adding widgets.

User Tips and FAQ's

Monday, Jun 24th 2019

This section contains user tips and frequently asked questions for the DRD 2.0 portal . It will be updated regularly with new information.

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