Setting up a Sales Configuration in Revlitix allows you to align your sales data with specific users and metrics, ensuring accurate tracking and analysis.
Follow these steps to configure your sales settings effectively.
Step 1: Navigate to the Sales Configurations
Log in to your Revlitix account.
Click on the Settings module in the navigation bar.
Within Settings, select the Sales Config tab.
Step 2: Preview Section
In the Preview section, you'll see a list of users along with their Username, Email, Department, Profile, and Team.
Check the boxes next to the names of the users you want to include in the mapping process.
Click Next to proceed to the User Mapping section.
Step 3: User Mapping
In this section, map each selected user to the necessary objects and details.
Note that a user can be mapped with multiple objects.
Once the mapping is complete, the platform will indicate that the mapping is finished. This field is editable.
To remove a mapping, click the Reset button.
Click Next to proceed to the Metric Selection section.
Step 4: Metric Selection
The Metric Selection section is divided into two parts: AE Rep Metric and SDR Rep Metric.
a. AE Rep Metric
Map the different fields, such as Channel, Object, and Metrics, to the corresponding Revlitix fields.
Ensure that you map the Salesforce field for every mandatory Revlitix field.
If the metric is a standard field, select the appropriate date.
To change a mapping, click the Refresh icon next to the field.
To delete unnecessary fields, use the Delete button.
Click the Add Metric button to add new metrics.
Click Save and Next to proceed.
b. SDR Rep Metric
Similarly, map the Channel, Object, and relevant Metrics to the corresponding Revlitix fields.
Click Add Metric to add new metrics to the mapping page.
To refresh the values in the metric and object fields, click the Refresh icon.
To remove a field, use the Delete button.
Click Save to return to the Preview page, which indicates the completion of the mapping process for Sales Config.
By following these steps, you can effectively set up a Sales Configuration in Revlitix, ensuring that your sales data is accurately mapped and ready for analysis.