The Login Activity view is available for Administrators of ASPEC Cloud. It shows a login history for all users, including name and login timestamp. This data can be exported for detailed analysis. The Login Activity view is available for ASPEC Administrators. It shows a login history for all users, including name and login timestamp. This […]
The IBO Activity view is available for Administrators of ASPEC Cloud. It shows all IBO activity for your organization including name, action (save, delete), IBO#, and timestamp. This data can be exported for further analysis. Column Description IBO # The reference number of the IBO that had changed. First Name The first name of the […]
The Products section defines the Products and Product Groups that appear as options in the IBO Form Product Information area. When adding or editing an IBO, users will be able to select from these Products and Product Groups. If “Add New Products On IBO” is checked in Product Fields, users will be able to enter […]
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. […]
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 […]
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
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 […]