On this page in Setup, the Administrator(s) can quickly select which fields are required. Simply check the field that should be required, and click “Save.” The list of field options include: Salutation First Name Last Name Company Name Website Email Phone Address 1 Address 2 Address 3 City Country State/Province Zip/Postal Code Custom Fields
Advanced Network Security Feature The Network Access section is an advanced security feature which allows the creation of an IP Whitelist. An IP Whitelist is a list of allowed IP addresses or IP address ranges from which your users can access ASPEC Cloud. When Enabled, the Network Access feature will block out all other attempts to log in to your organization’s accounts. You can […]
The All IBOs View allows you to view all of your IBOs in an uncategorized sortable list. You can search the list of IBOs using the search box at the top of the screen. Simply tap the Search field, and start typing to filter the IBOs. The IBOs can be sorted by a variety of […]
The Priority View displays a list of all of your open sales opportunities, and can be used to prioritize and determine which opportunity to focus on. This is a list of your sales opportunities which make up your “portfolio”. You should work it from the top to the bottom. ASPEC Mobile has done the difficult work of […]
The Sales Forecast view allows you to view a forecast summary of all of your IBOs by expected close data and categorized by month. The date range for the forecast view can be changed by selecting the Start and End buttons at the top of the view. To change how the values are calculated, tap […]
The IBO Form is used to create or edit sales opportunities as well as add or edit interactions for each opportunity. Clicking an IBO in Priority, Forecast or All IBOs list views will open the IBO form for that specific IBO. New opportunities can be created from any of these three views as well. You […]
Overview The IBO (Identified Business Opportunity) is your sales opportunity, your chance to sell your product or service to a customer who has a need to have it, and the ability to buy it. Every opportunity is unique; no two Opportunities involve the same combination of products, customers or time constraints. After careful consideration, it […]