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 […]
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. […]
Contact listview was designed to display all or selected Contacts. It can be accessed from anywhere in ASPEC by clicking the Contacts tab. Fig: Contacts listview The listview has the following actions: Create: Click “Create” to create a new Contact, or any other record Delete: Delete contacts by selecting the account and clicking “Delete”. Merge: Merge contacts […]
Overview ASPEC Microsoft Outlook Add-In pushes selected Emails into ASPEC, synchronizes Appointments and Calendars from ASPEC into Microsoft Outlook, and copies selected Contacts from ASPEC into Microsoft Outlook Contact List. Installing the Add-In The Add-In is available with ASPEC. Clicking setup.exe unzips and runs the installation. When the installation is completed, users see the ASPEC […]
Overview Sales Quotes reside in ASPEC, but you want to send a Quote to your customers in a PDF format. One way to accomplish it is to pull Quote values into MS Word document and then save is as a PDF. That document can contain your company logos, tables, legal text, images and any other […]
[:en] Overview Contacts in ASPEC are always linked to Account or Sub-Account that are at the lowest level in Account Structure. The lowest level means that the Account or Sub-Account does not have any more Sub-Accounts below. You can select Account or Sub-Account at the lowest level prior to creating a new Contact. The new Contact […]
When to use Move Contacts should be deleted or merged only to remove duplicates. Some users delete a Contact after they are not doing business with that person anymore. Don’t do that. The “old” Contact could retire, be promoted or move to a different company. Users may or may not know the new whereabouts of the […]
Sometimes you may end up with duplicate Contacts. To resolve a duplication manually, you can move the Leads, IBOs and Interactions, one by one, under the “winning” Contact, and then delete the duplicate. A faster approach is to use Merge action, that blends multiple Contacts into one. All Leads, IBOs and Interactions are stored under the […]
“Generally a contact is anyone that we communicate or associate with. In sales automation, the scope gets narrowed down to include just the people who directly affect the salesperson’s business, or have the capability to influence it. Contacts may have needs which at some point, will turn into sales opportunities, and they have to be […]