SDA Cloud Tips and Shortcuts

Using SDA Cloud

After installing SDA Cloud on your machine and registering yourself as a user, you will want to put your quote and opportunity data into the cloud. Getting your opportunity and SDA quote information into SDA Cloud  is easy – here are the 4 basic steps to follow:

Step 1: Create an SDA quote file on your machine, using SalesDoc Architect (if you already have SDA quote files prepared, just re-open your quote file.)

Step 2: Save the quote file. When prompted, associate it with an opportunity and enter the additional opportunity information (such as expected close date, probability, etc.)

Step 3: Open the SDA Cloud app from your browser and log in.

Step 4: View your opportunities in the cloud. Filter, edit, create personalized views by dragging and dropping column headers, create reports, etc.

Key SDA Cloud Tips and Shortcuts

• Sort columns in your opportunity grid by simply clicking on the column headings (e.g., click on the “Customer Name” column header to sort by Customer)
• Group by one or more columns by grabbing a column header with your mouse and dragging it to the row above, where it says “Drag a column and drop it here to group by that column”
• Filter a column by floating your mouse over the right-hand side of the column header until a drop-down icon appears. Click on that icon to expose the menu.

Go To SDA Cloud Main Support Page