PGM 7.7a Evals

Eval Options

PGM Anywhere:

1. Log in to the PGM SysApp
2. In the top menu under Utilities, select "Create a New Client Account"
3. Fill in everything from Sugar ID to Client Type to the best of your knowledge
4. Instead of the default of "Real", change License Type to "Eval"
5. A new field will appear, which is "Expiration Date." Typically, we offer 45 days out (6 weeks and 3 days, if that helps you the same way it helps me to select things).
6. Click "Add Customer."
7. Open sugar, and go to the name record of the person receiving the eval
8. Start an email, and select the email template "Sales: Eval PGMA"
9. Fill in the date and time of the next PGMA Orientation where it says "ADD INFO HERE".
10. Click Send.

PGM Desktop

1. Open sugar, and go to the name record of the person receiving the eval
2. Start an email, and select the email template "Sales: Eval PGM Desktop (7.7A)"
3. Select the code for the appropriate date (usually 45 days out) from the table below, copy, and paste it where it says "PLACE CODE HERE"
4. Click Send.

PGM Eval Codes