Overview Ardexus Cloud’s global search filter enables the user to sort and find the information they require quickly and easily. The global search has different filters depending on which tab is active. Main Objects in Ardexus Cloud are: Accounts, Sub-Accounts, Contacts, IBOs, Leads and Interactions. The following screenshots display the available filter options that show […]
If your organization is using the ASPEC Marketing module, you can track how and when the contact became interested, by tagging a Source — Campaign and its Event — in Contacts, Leads and IBOs. Events are a major crossover point between Marketing and Sales. Each Contact, Lead and IBO created in ASPEC can be attributed to a […]
There are two ways to delete account(s) within ASPEC. The first is located in the Accounts list view. This is the easiest method to delete single or multiple accounts. Simply select the accounts you wish to remove and click the delete button. The second method of removing a single account from the system is to […]
ASPEC makes it easy to create and modify Account forms. To create a new account simply click the Create>Account button in any listview of ASPEC. Note: This option is not available to users who do not have the right to create Accounts, based on the setting in User Profile. Fig 1: Creating an Account New […]
Quote Setup & Configuration In order to setup and configure the quotation functionality in ASPEC navigate to setup. Click on Quotes under customization. Creating a Quote Creating a new quote can be done from any open IBO. Quote Workflow The quote view page contains varies information that is inherited from an IBO. Prompt after making […]
ASPEC provides several listviews that display all records of a single type like Accounts, Contacts, IBOs and more. Sometimes users want to narrow down the list of records, based on conditions related to that record type or other related records. For example, a Regional Sales Manager may want to examine all Open IBOs, created […]
Suppose you are the database manager for a brick wholesaler. Your firm sells to construction companies and contractors of various sizes. Because your clientele is diverse, each account you create is different. Example #1 gives an instance where a single-level account works best. By contrast, two-level and three-levels accounts are used in Examples #2 and […]
Every interaction with the Contact is very important and needs to be recorded. The Interaction listview allows you to manage and view each Interaction with the customer. Sort through your customer interactions by date, owner, company, summary, IBO or Lead, type and description and other information. Taking clients out, pitching your product and meetings are all […]
The Calendar dashboard gives you a central location to manage all your appointments and tasks. You can manage, add or edit your Appointments and Tasks from this dashboard. Email notifications make you and your sales team more efficient by helping you stay on top of your sales activities. Fig 1: Calendar dashboard The dashboard is […]
Accounts in ASPEC ASPEC supports a multi-level Account hierarchy. An Account is a logical grouping of people who work for a common organization and, therefore, have shared interests. Usually an Account is designated by a Sales Manager to be targeted by a sales team with a planned. common sales strategy. Administering large Accounts can be […]