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 […]
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
You can add Custom Fields for Address in Customize/Address of the Setup section. Fig 1: Adding Address Custom Field Read more on types of Custom Fields here. Note: Sections and Page Workflow do not apply to Address fields. Address Custom Fields automatically appear in Accounts and Contacts. Fig 2: PO Code and Main Entry Custom Address […]