Embedded Files
Back office Business Rules Prerequisites
Menu Path: Admin > Business Rules > Customers > Customer Credit Calculation Rule.
Select the required terms to be checked for the customer from the “Business Rule” and click the save button.
Menu Path: Admin > Business Rules > Transaction > Display > Select the required lists and notes to be displayed to a customer
Menu Path: Admin > Business Rules > Transaction > Alerts > Set the fields for sales transactions
Menu Path: Admin > Business Rules > Tagging > display tagging to a customer.
Menu Path: Admin > Business Rules > Sundry > Select the required rules to be set for the customer and sales rep > Save.
Back office Default Settings Prerequisites
Menu Path: Admin > Default Settings > Pricing> Set fields for sales transaction
Menu Path: Admin > Default Settings > Sundry > Set alerts
Menu Path: Admin > Default Settings >Reports > Others
Back Office CRM Master Setup Prerequisites
Menu Path: CRM > Customer Groups > New > Identity > Save
Customer GroupsMaster
The customer group master is used to group the related customers and assign the rights.
When a new customer is created it can be assigned under the respective customer Groups.
Customer Type Master
Menu Path: CRM > Customer Type > New > Identity > Save
The “Customer Type” defines whether the customer is Export Type, Tax Type or Import Type, and other types
Source Master
Menu Path: CRM > Source > New > Code and Description > Save
The Source master can be used to identify the lead’s source
Stage Master
Menu Path: CRM > Stage > New > Identity > Save
The “Stage” master is used to set the stages of the prospect at each level
Grade Master
Menu Path: CRM > Grade > New > Code and Description > Save
The “Grade” master is used to mark the customer based on services or types
Prospect Action Setup
The Prospect Action is used to create multiple groups and their selection to check with the prospect’s stage or position
For example, when a sales rep contacts the prospect, he can update the stage on whether the prospect is interested, and their feedback and responses can be captured according to the conversation
Prospect/Customer Action Group Creation
>> CRM > Prospect Actions > New > Description > Save
Click on the “New” option to create a new Prospect Action Group
Enter the group description and click on the save option button
New Selection Creation
Menu Path: CRM > Prospect Actions > New > Description > Save
Click on the “New” option to create a “selection” under each action group
Select the particular group and click on the create selection option button to add dropdown options for each group
Method-2
Creation of selection
Menu Path: CRM > Prospect Actions > Select the required Group > Menu > New selection > Enter the Description to display > Save
Closure Reasons Master Setup
The closure option is used to close the lead by selecting the lead closure group master
For example, when the sales rep contacts the prospect for closure, he can select the appropriate group and selection option for closure
Customers can be deleted by converting the customer to prospect, deleting the converted prospect to delete the customer permanently
Creation of Lead Closure Reason Group
Menu Path: CRM > Closure Reasons > New Group > Description > Save
Click on the new option to create a new closure group and provide the description to display
Creation of Selections under a closure group
Menu Path: CRM > Closure Reasons > New Selection > Description > Save
Click on the “New” option to create a “selection” under each action group
Select the particular group and click on the create selection option button to add dropdown options for each group
Method-2
Creation of selection
Menu Path: Closure Reasons > Lead closure Setup > Select the Group > Menu > New selection > Code and Description > Save
Customer Tagging Setup
Customer Tagging is used to create a category with several groups and options
For example when a sales rep can get additional details, from the customer, based on the inputs by selecting a particular category, choosing different groups, and checking the respective option
Custom Category Creation
Menu Path: CRM > Customer Tagging > Customer Tagging Setup > Category > Tagging Category Master > save
Group Creation
Menu Path: CRM > Customer Tagging > Customer Tagging Setup > Group > Custom Tagging Group Under Master > save
Select the category and create a new group to tag under the particular category
Option Creation
Menu Path: CRM > Customer Tagging > Customer Tagging Setup > Option > Description> save
Several “Options” are created under each group tagged to a particular category
The options are used as a checklist for the sales rep to mark at each stage
Search Customer by Tagging
The “Search Customer by Tagging” menu is used to search the tagged customer based on the search criteria
Menu Path: CRM > Search Customer by Tagging > Select the Group and Option to be included in the search criteria > Accept
CFx Prerequisites
Admin Settings
Define Collab Masters
The Collab Master is the admin settings that is enabled only for the manager-level categories
It is used to add or hide the field’s option in the master's dropdown
Click on “Define Collab Menu” and select the required Master from the dropdown on the right corner
Click on the “Edit” option to change the existing name or click on the new option to create a new field name
Edit > Provide Name > Logical Order > Click on save
The column name with “Link” consists of a dropdown which is used to hide the rows
The Filter option allows the user to view active and hidden rows and unhide the hidden rows
Set Labels and Defaults
This menu is used to change the master's label name, make them visible, enable, and mandatory by selecting the respective checkbox
Click on “Edit” > change the label name if required > unselect the respective checkbox if it should not be visible or enable or mandatory
CFx Customer Portal Settings on Web
The customer portal settings are the predefined settings that can be restricted or enabled for the respective users
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