Sales Automation Set Up

Articles

Departments
Departments Menu path: Setup > Departments Add new or edit existing departments. Once Departments are created, link Employees to the departments. Drag the available employees into the Sales Team making a new department.  Link Empl...
Employees
Employees Menu path: Setup > Employees Create new or edit existing employees who need to enter Quick Quotes, salespeople, and technicians. Select the appropriate checkboxes: Technician, Salesperson, or both If the Salesperson checkbox is sel...
Preferences
System Defaults Menu path: Setup > Preferences > System Defaults tab System Defaults Tab – Verify that these fields are defined: Service Level Delivery Method System Type Term Sales Tax Marketing Source Proposal Type Co...
SalesAutomation Setup
Prepare this data in SalesAutomation that is to be used by Quick Quote. If users have been using SalesAutomation, these setups may already be complete. Follow and complete these in order: ...
Sales Packages
Sales Packages Menu path: Setup > Proposal Setup > Sales Packages In SalesAutomation, Sales Packages are required when creating a Quick Quote. You can define as many sales packages as you need. A Sales Package consists of one or multiple ele...
Sync Management
Sync Management Menu path: Setup > Sync Management > Sync All Entities Sync All Entities: This synchronizes any new or updated entities from SedonaOffice to SalesAutomation. ...
Time Windows
Time Windows Menu path: Setup > Proposal Setup > Time Windows The Time Windows setup is used to define a window of time that can be added to the Quick Quote as an estimate of when the technician is available. You may create as many Time Wind...
Users
Users Menu path: Setup > Users Set up users who need to access SalesAutomation. Also, set up those users needing access to Time & Attendance, eForms, or Sedona-X Mobile (or any combination thereof). Technicians who will not be accessing Sal...