Unique Value Propositions

A Sales user can make their own copy of a Published Value Proposition in order to save data changes they make for a customer. These copies are referred to as Unique Value Propositions or UVPs. A UVP cannot be overwritten by a Marketing user, for example when a Value Proposition is re-published. Sales users can have multiple UVPs.

Making a copy of a Value Proposition (Create a UVP)

Click the "Save As" button (upper right).

In the pop-up dialog box, type the name of your UVP and click "OK".  Click "Save" button for future saves.

Finding your UVP from the Sales Home page

Later, you can find all your UVPs from the Sales Home page. Click the Search Filter and select "My UVPs".  Click the UVP name to open. Additionally, you can use the search bar to narrow your list of results.