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 […]
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 […]
You can view and create IBOs using ASPEC mobile App. Read the following posts: IBO Form Priority listview Forecast listview All IBOs listview
Checking for duplicates Accounts before importing Contacts Sometimes you need a quick way of importing Contacts from various events and you suspect that some of these Contacts already exist in ASPEC. The fastest way to check for duplicates is to use vlookup function in Excel. This function checks if a value from one cell exits […]
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 […]
The Mobile Activity view is available for Administrators of ASPEC Cloud. They can view who logged in, what action was taken and the timestamp. Exporting this information is also available. There is a new analytical page for Mobile Activity. On this page, users can see logins, synchronizations, and a list of mobile users who have […]