The Data Import tool allows to use data from a spreadsheet to automatically create records in the system. Imports can also be used to make mass updates to existing records (Upsert) Steps to perform to import data Open a corresponding record profile in the Customize section of ASPEC Setup Click Import button at the top […]
This page is used to enter information that is necessary for the integration with InxMail mailing system. Please contact us at sales@salesways.com or 416-479-3583 if you would like to learn more or use the integration.
Each user has an option to subscribe to the following notifications: Overdue Notifications An Email is sent to the Owner when Opportunity is about to become overdue. The date of the Email is based on the default set up in Email Notifications. 2. New/Reassigned Leads Owners are notified about new or reassigned Leads. 3. Appointments and Tasks […]
When you first enter ASPEC, you see the “Priority” view. This will likely become your favored view for everyday work, for the planning and implementation of your strategy and tactics for winning the sale. The two other menu selections (top right) will open your “Forecast” view and your full “IBO List”. What you see in […]
[:en]ASPEC Administrators can delete or deactivate users who no longer need access to ASPEC. Deactivated users do not count towards the number of purchased ASPEC licenses and remain available for reporting and filtering. Deletions were designed to remove duplicate users in a rare case when the Administrator makes a mistake entering users. We do not […]