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. […]
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 […]
To select a different currency for use, select one from the list provided. To add additional currencies select . Configure your base Currency and additional Currencies and their conversion rates in the Setup/Customize/Currencies page. Opportunities (IBOs) can be assigned to a different currency than the base currency. When using multiple currencies, forecasts will be rounded due […]
Customize Country and State/Province lookups In Customize/Countries Setup, administrators can set the countries and states/provinces that will populate the Country and State/Province fields in the Account and Contact Forms for the customer’s address fields. This section should include all the Countries and States/Provinces in which you do business. To add a country, type the new country name […]
Contacts Profile is found in the Customize/Contacts section of ASPEC Setup. The Profile contains the following buttons and sections: Fig: Contact Profile 1.Custom Fields Layout: Read more on setting Custom Fields in this post. 2. MS Word Templates: Store templates with bookmarks for a quick creation of correspondence using MS Word, populated with the information from ASPEC. […]
Customize/Campaings page of the ASPEC Setup is designed for importing Marketing Campaigns and Events. Fig: Campaigns and Events Setup