This video and article will guide you through how to place your sales packages into groups and folders. You can have as many groups and folders as you want. When you have a lot of packages then it is useful to order them into groups so it's easy for the sales consultant to find the correct package when writing up a new agreement.
1. Adding New Folders
Navigate to Setup > Sales & Metrics > Sales Packages.
To create a new group, click the Add A New Folder Group option.
This will create a new empty folder group. Click the edit pencil to name the group.
Now you are able to add package folders by clicking Add A New Package Folder To This Group. This will create a new empty package folder.
Click the edit pencil to name the folder. To add a new sales package within this folder, click on Add A Sales Package option.
2. Adding Access To Sales Package Folder
Click the visibility icon to select the locations that will have access to this folder when writing up a new agreement.
The list will display Divisions, Districts and Clubs granted by the user's regional access. Use the toggle to manage which ones will have access. Click Save to update your changes.
3. Rearranging Sales Packages
You can drag and drop packages between groups and folders. You can also drag and drop the folders to set their display order. Packages can be dragged from the right side of the package. After any changes, click the Save Changes button that will appear.
4. Editing Folder Details
Click the edit pencil in the folder title bar and several options will appear. Change the Folder Name, internal description (optional), Choose the folder color and display this folder and its packages when writing up a new agreements. You can also delete empty folders from here.
NOTE: Creating a folder for old/inactive packages is a good idea. Make the folder not visible to the agreement process and drop your old packages there.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - General: Can access corporate setup
- Corporate - General: Can assign districts for corporate users