Sales

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Sales

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WORK IN PROGRESS - Please understand that we are actively rewriting much of our documentation and this page is currently "under construction"; if there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

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Introduction

Sales Add-on is for those Stations that want their Sales team in the RadioTraffic software AND would like to scale their abilities within the system. As well as add places for Goals for your Stations and Salespeople.

You are given the ability to add a Sales Manager level of access to one person.

You are given the ability to add Sales level of access to three + persons.


Sales Manager's Can Optionally:
Sales can Optionally:


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Options

Administrators will see the new ranks under the Users > Member of/Role tab in Settings:

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Administrators will see the options under the Group Tab in Settings:

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You can checkmark these on/off to allow for that customization you want.




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Usage

Adds Goals tab to Users for each Station

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Set up monthly goals for each station.



Adds Goals tab to Salesperson for Sales Person

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Set up monthly goals for each salesperson.



Adds Goal Report and Goal (Owner) Report

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Generate reports for the goals for each month as Station/salesperson or a combo of each.

See Below.

Sales-Access to Contracts: This gives your Sales Team the Contracts Icon and access to the Contracts window. They have the abilities listed above that revolves around contacts. They can click on and view customers but cannot alter them.


Sales-Accounts Receivable Icon: This gives your Sales Team the A/R Icon and access to A/R. They can view all customers invoices. They can view Customers through the A/R window. They can Print Invoices from the customers they oversee. They can Access the Payment Report through A/R.


Sales-BCC Invoice Emails

To DO

Sales-Copy Create: The Sales team can create a piece of copy. They can print copy.



Sales-Copy Manage The Sales Team can view any copy in your list. They can print copy.


Sales-Customers Create (You must have "Sales-Access to Contracts" checked and "Sales-Customers Edit" checked). This allows the Sales team and Manager the ability to Edit and create Customers.



Sales-Customers Edit (You must have "Sales-Access to Contracts" checked). This allows the Sales team the ability to Edit a Customer though Contracts.


Sales-Reports Icon: This gives yours Sales Team the Reports Icon and access to reports. They can alter/adjust any report you have. They can print the reports they want/need.



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Goal Report

The Goal report Details Sales goals on a per station/sales person basis.

This report is launched from the Reports window.

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Common

Please be sure to review the Reports page for common functionality shared by the majority of our reports.

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Criteria


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Columns

Standard

Group-By

Additional




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Goal Owner Report

The Goal report Details Sales goals on a per station/Owner basis.

This report is launched from the Reports window.

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Common

Please be sure to review the Reports page for common functionality shared by the majority of our reports.

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Criteria


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Columns

Standard

Group-By

Additional




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FAQ

If there's anything that you'd like to see added to and/or expanded upon, please let us know by sending us a smile.

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Additional Information

TODO

ADD-ON:
$50 per month per group
(incl 4 users.)
$10 per month
each additional user.

Table of Contents [Hide/Show]


Sales
   Introduction
   Options
   Usage
   Goal Report
      Common
      Criteria
      Columns
         Standard
         Additional
   Goal Owner Report
      Common
      Criteria
      Columns
         Standard
         Additional
   FAQ
   Additional Information