a feature called tagging. This feature can assist users in assigning visual cues to specific records in the listviews. Tagging is available in Accounts, Contacts, Leads, and IBOs. Tag columns can be enabled by engaging the customize column functionality. Locate the Tags column and select it for display Tags can be configured to the user’s […]
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Clicking Marketing takes ASPEC users to the Market module. The marketing module contains Campaigns, Events, Collections, Leads, Scope (if enabled), and Interactions. Users can create Campaigns and Events. Events can be viewed in a separate list view by clicking the Event link in the navigation menu—the Events listview functions the same way other listviews do.
The marketing module in ASPEC offers a Tradeshow feature in Scope. To configure a Tradeshow, first users have to be given permission to see Scope on the user profile level. The administrator may also give themselves and other users the ability to view all scope-related records in the user profile. (Note: If this option is […]
In the Scope setup section when Accept Leads on other Owner’s behalf is selected (figure 1), any user that has the ability to edit the Lead is able to accepts it. If the option is clear, only the Owner can accept the Lead. Owner and Admin can change the Lead Owner. The other users will […]
Kommt bald
Kommt bald
New colors and fonts in forms and list views In ASPEC 1.5 we changed the color scheme and the font size to improve readability. You should be comfortable in the new environment without any training. The elements of the User Interface — navigation, list views and forms — remain the same. For example, the main […]