The Products section defines the Products and Product Groups that appear as options in the IBO Form Product Information area. When adding or editing an IBO, users will be able to select from these Products and Product Groups. If “Add New Products On IBO” is checked in Product Fields, users will be able to enter […]
SETUP OPTION FUNCTION Add New Product On IBO? Enabling this option lets users create new products in the IBO Form, rather than only being able to choose from Products that have already been configured in the Products Setup area. This is ideal if your company does not have a fixed product list, or if your business is typically project-based. Hide […]
The Opportunity Profile in Customize/Opportunities of ASPEC Setup is designed to customize the form and import IBOs. Fig 1: IBO Setup Clicking Import IBOs. loads a page containing all tools needed to upload an import file, verify the file and perform the import. Default Expert Mode is used when adding new users to ASPEC. If the […]
Customize lookup options for IBOs The Define Lookup Options section lets administrators modify the variables that appear as choices in the IBO Form. To modify lookup options, select the variable you wish to modify from the list of Lookup Names. To Add a new value, type it into the New Value field and click the green + button. […]
Click All IBOs tab in the Sales section to navigate to the All IBOs listview The All IBO listview has the following elements: 1.Standard buttons, based on user’s privileges. 2. Quick Search: Type in a few letters for a quick search 3. Paging: View IBO list size, move to the next or previous page 4. […]
Forecasting projects how much revenue your company will be receiving, in order to determine how resources should be allocated, what purchases should be made from suppliers, and what strategic moves should be made. Forecasting is normally done at regular intervals such as monthly, quarterly, etc. The Sales Forecast listview allows to view a forecast summary […]
Priority view is accessed by clicking the Priority tab in the navigation bar. Fig 1: Priority listview This view displays a list of all of your open sales Opportunities and can be used to prioritize your time and determine which Opportunity to focus on. The Priority view groups and displays your opportunities in six categories: […]
In this setup the Admin configures the following options: If the Marketing module is used. the placement of the Lead tab. Leads tab can be included in the Sales or Marketing module. See the images below. Fig 1: Leads tab in the Sales module Fig 2: Leads tab in the Sales module 2. Field […]
Interaction Setup is used for setting up Page Layout and Imports. Here you can also hide the Interaction view tab from appearing in ASPEC main navigation tab. In this case Interactions are visible only in the Interaction widget in Accounts, Contacts and other records.
ASPEC Search Filter is a powerful tool for drilling data. It allows to search on criteria related to multiple record types. For example, IBOs can be filtered on conditions in Accounts, Contacts Products, Owners. Often users search on only specific record types and would like to have relevant criteria at the top of the Filter […]