CRM Settings

Salesmen Commercials

• The Salesmen Commercials option is for linking commercials created in BPO to salesmen in CRM.
• This will be used in BPO Sales Studio quotes to allocate individual salesman unit costs.

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

• Click on the Settings button to the right of your UserName.

• The session Options page will pop up.
• Click on the Salesmen Settings tile.

1. The Salesmen tab is selected by default.
2. Click on the Salesmen Commercials tab.

• A list of all salesmen with their respective commercials will be displayed.

Link A Commercial To A Salesman

• Click on the Commercial textbox of the Salesman you wish to link a commercial to.

1. A menu will be displayed.
• Note: If the menu is not displayed, click on the Commercial textbox again.
2. Select the relevant commercial.
• In this image, Default commercial has been selected.

1. The Commercial textbox will now be populated with the selected Commercial.
2. Click on the Save button or
3. Save icon.

• You will return to the Dashboard.

Link A Commercial To All Salesmen

• Click on the Apply changes to all salesmen checkbox.

• A message box will pop up asking you;
• Are you sure you want to apply any changes you make to all salesmen? You cannot undo the changes.
• Click on Ok.

1. The Apply changes to all salesmen checkbox will become marked.
2. Click on the Commercial textbox of any Salesman.

1. A menu will be displayed.
• Note: If the menu is not displayed, click on the Commercial textbox again.
2. Select the relevant commercial.
• In this image, Default commercial has been seleccted.

• A message box will pop up asking you;
• Are you sure you want to apply any changes you make to all salesmen? You cannot undo these changes.
• Click on Ok,
• then click any where in the Commercial datagrid.

1. The selected Commercial will now be linked to all the salesmen.
2. Click on the Save button or
3. Save icon.

• You will return to the Dashboard.

  Edit A Salesman Commercial

• Click on the Commercial textbox of the Salesman you wish to edit the commercial for.

1. A menu will be displayed.
• Note: If the menu is not displayed, click on the Commercial textbox again.
2. Select the relevant commercial.
• In this image, PamP commercial has been selected.

1. The Commercial textbox will now be populated with the selected commercial.
2. Click on the Save button or
3. Save icon.

• You will return to the Dashboard.