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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.
- The Salesmen tab is selected by default.
- 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.
- A menu will be displayed.
- Note: If the menu is not displayed, click on the Commercial textbox again.
- Select the relevant commercial.
- In this image, Default commercial has been selected.
- The Commercial textbox will now be populated with the selected Commercial.
- Click on the Save button or
- 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.
- The Apply changes to all salesmen checkbox will become marked.
- Click on the Commercial textbox of any Salesman.
- A menu will be displayed.
- Note: If the menu is not displayed, click on the Commercial textbox again.
- 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.
- The selected Commercial will now be linked to all the salesmen.
- Click on the Save button or
- 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.
- A menu will be displayed.
- Note: If the menu is not displayed, click on the Commercial textbox again.
- Select the relevant commercial.
- In this image, PamP commercial has been selected.
- The Commercial textbox will now be populated with the selected commercial.
- Click on the Save button or
- Save icon.
- You will return to the Dashboard.
CRM.003.010