Setup

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 name  and a brief description.   Add  the ...

Setup the following details that will be key in  classifying  your  lead s  throughout the workflow .    Navigate to the lead setup menu.         Marketing Sources : ...

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 .     Items ...

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 as expected go-live date. ...

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” will appear  under Manage Lock...

Any  salesperson   using   S ales  Automation   needs to have both  an  employee  profile  and user profile .  Navigate to the employees setup menu to start adding employees.   Below you will find des...

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 information.   Below  you will find descriptions of som...

Personalize Sales Automation settings and  preferences  to match your company’s logo and branding.  Navigate to the preferences menu to begin customizing the tool.   ...

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  AlarmBiller/SedonaOffice .  Define the endp...