Modified: 2018/04/05 14:23 by EricCrocker - Uncategorized

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Sales

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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.

• Adds Goals tab to Users for each Station.
• Adds Goals tab for each Sales Person.
• Adds Goal Report.
• Adds Goal (Owner) Report.

Sales Manager's Can Optionally:

• Manage copy.
• Create new Copy.
• Edit Existing Copy.
• View Archived Copy.
• Check/Uncheck Archive Copy.
• UnArchive Copy.
• View Archived and Trashed Customers
• Check/Uncheck Archived and Trashed Customers.
• Create New Customer.
• Duplicate a Contract.
• Edit an Existing Customer.
• Create a new Contract.
• Edit a Pending Contract
• Trash a Pending Contract.
• View Spot Detail in a Contract.
• Access projections.
• Access Pending Contracts.
• Archive/Unarchive a Contract.
• Use Column Chooser in Copy, Contracts, AR and Reports.
• Trash pending contracts.
• Duplicate a contract.
• Change a rotation.
• Change the owner on a contract.
• Change the agency.
• Print Statements in AR.
• Batch Print Invoices.
• Access Payment Report in AR.
• Print Statements in A/R.
• Have access to reports.
• Create tickets.

Sales can Optionally:

• Manage Copy.
• Create new Copy.
• View Archived Copy.
• Check/Uncheck Archive Copy.
• Unarchive Copy.
• Edit Unarchived Copy.
• View Archived and Trashed Customers
• Check/Uncheck Archived and Trashed Customers.
• Archive/Unarchive a Contract.
• Create New Customer.
• Edit an Existing Customer.
• Duplicate a contract.
• Create a new Contract.
• Edit a Pending Contract.
• Trash a Pending Contract.
• View Spot Detail in a Contract.
• See Projections in Contracts.
• Use Column Chooser in Copy, Contracts, AR and Reports.
• Have access to Reports.
• Print Their Statements in A/R.
• Create tickets.

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Options

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





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



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

• Sales-Access to Contracts
• Sales-Accounts Receivable Icon
• Sales-BCC Invoice Emails
• Sales-Copy Create
• Sales-Copy Manage
• Sales-Customers Create
• Sales-Customers Edit
• Sales-Reports Icon

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Usage

Adds Goals tab to Users for each Station



Set up monthly goals for each station.



Adds Goals tab to Salesperson for Sales Person



Set up monthly goals for each salesperson.



Adds Goal Report and Goal (Owner) Report



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 Manager has the ability to alter Customers through the Contracts window.

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 Manager can Print from all Customers.
• Sales Manager has the ability to alter Customers through the A/R window.

Sales-BCC Invoice Emails


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 Manager can Edit 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 Manager can already edit customers through 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

• Period
  • Custom Dates
  • Today

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Columns

Standard

Group-By

• Station - See Station.

• Sales Person - See SalesPerson.
• GE$ (Gross Effective Dollars, Month 01 thru 12, Current Year).
• GE% (Gross Effective Percentage, Month 01 thru 12, Current Year).

Additional

• Agency - See Agency.
• Avail Type - See AvailType.
• Billing Cycle - SeeCustomer
• Contract # - See Contract.
• Contract/Line # - See Contract.
• Customer - See Customer.
• G$ (Gross Dollars, Month 01-12, Current Year).
• G$ Total (Gross dollars added together for the twelve month period presented, Current Year).
• GE$ (Gross Effective Dollars, Month 01 thru 12, Current Year).
• GE$ Total (Gross effective dollars added together for the twelve month period presented, Current Year).
• GE% (Gross Effective Percentage, Month 01 thru 12, Current Year).
• Goal (Month 01-12, Current Year).
• GX$ (Gross Canceled Dollars, Month 01-12, Current Year).
• GX$ Total (Gross canceled dollars added together for the twelve month period presented, Current Year).
• N$ (Net Dollars, Month 01-12, Current Year).
• N$ Total (Net dollars added together for the twelve month period presented, Current Year).
• NE$ (Net Effective Dollars, Month 01-12, Current Year).
• NE$ Total (Net Effective dollars added together for the twelve month period presented, Current Year).
• NX$ (Net Canceled Dollars, Month 01-12, Current Year).
• NX$ Total (Net Canceled dollars added together for the twelve month period presented, Current Year).
• Owner - See Customer
• Postal - See Contract
• Primary Conflict - See Conflicts.
• Product - The product.
• Revenue Source - See RevenueSource.
• Revenue Type - See RevenueType.
• Sales % - Sales numbers.
• Secondary Conflict - See Conflicts.
• State - The customer's state .

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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

• Period
  • Custom Dates
  • Today

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Columns

Standard

Group-By

• Station - See Station.

• Sales Person - See SalesPerson.
• GE$ (Gross Effective Dollars, Month 01 thru 12, Current Year).
• GE% (Gross Effective Percentage, Month 01 thru 12, Current Year).

Additional

• Agency - See Agency.
• Avail Type - See AvailType.
• Billing Cycle - SeeCustomer
• Contract # - See Contract.
• Contract/Line # - See Contract.
• Customer - See Customer.
• G$ (Gross Dollars, Month 01-12, Current Year).
• G$ Total (Gross dollars added together for the twelve month period presented, Current Year).
• GE$ (Gross Effective Dollars, Month 01 thru 12, Current Year).
• GE$ Total (Gross effective dollars added together for the twelve month period presented, Current Year).
• GE% (Gross Effective Percentage, Month 01 thru 12, Current Year).
• Goal (Month 01-12, Current Year).
• GX$ (Gross Canceled Dollars, Month 01-12, Current Year).
• GX$ Total (Gross canceled dollars added together for the twelve month period presented, Current Year).
• N$ (Net Dollars, Month 01-12, Current Year).
• N$ Total (Net dollars added together for the twelve month period presented, Current Year).
• NE$ (Net Effective Dollars, Month 01-12, Current Year).
• NE$ Total (Net Effective dollars added together for the twelve month period presented, Current Year).
• NX$ (Net Canceled Dollars, Month 01-12, Current Year).
• NX$ Total (Net Canceled dollars added together for the twelve month period presented, Current Year).
• Owner - See Customer
• Postal - See Contract
• Primary Conflict - See Conflicts.
• Product - The product.
• Revenue Source - See RevenueSource.
• Revenue Type - See RevenueType.
• Sales % - Sales numbers.
• Secondary Conflict - See Conflicts.
• State - The customer's state .

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FAQ

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Additional Information