Setup

Before you start inputting your leads, you first need to setup the following fields in the Setup menu.

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Departments
Add any  depart ments   in your company that will  be  using  the Sales Automation tool.  Navigate to the departments setup menu.  From here, g ive  the  depart ment  a n...
Lead Setup
Setup the following details that will be key in  classifying  your  lead s  throughout the workflow .    Navigate to the lead setup menu.     ...
Proposal Setup
Navigate to the proposal setup menu to setup the following details that will be key in creating  proposal s.   All of  these fields sync and pull data directly from  AlarmBiller /SedonaOffice . &nbs...
Custom Fields
It’s important to us that you get the most out of your Sales Automation tool; therefore, we’ve added  custom fields  to help you tailor your experience.  Capture additional data when managing a lead or proposal such...
Utilities
Navigate to the utilities setup menu.   Manage Locks :   The Sales Automation tool restricts m ultiple u sers from editing a page or form simultaneously.  Pages or forms that are “checked out&rdq...
Employees
Any  salesperson   using   S ales  Automation   needs to have both  an  employee  profile  and user profile .  Navigate to the employees setup menu to st...
Users
Add  any  employee s  who will be using the  Sales Automation  tool  as  Users.  Navigater to the user setup menu, select “Add User”, and complete the required informati...
Preferences
Personalize Sales Automation settings and  preferences  to match your company’s logo and branding.  Navigate to the preferences menu to begin customizing the tool.   ...
Services
Navigate to the services setup menu to c onfigur e   the   integrat ion  and   allow  sync ing of  information between  the Sales Automation tool  and  ...