How to Create a Sales Configuration
Creating a sales configuration involves three main sections: Preview, User Mapping, and Metric Selection. To complete the process, follow the steps below.
Step 1: Go to the Settings module
Navigate to Teams:
Go to Settings: Click on the 'Settings' module in the navigation bar.
Step 2: Access the Sales Config Tab
1. Preview Section
The Preview section displays 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.
2. Click 'Next' to proceed to the User Mapping section.
2. User Mapping
Users must be associated with objects and other details in the User Mapping section before performing metric selection.
Map each user with the necessary objects and details.
2. Note that a user can be mapped with multiple objects.
3. Once the mapping is complete, the platform will indicate that the mapping is finished. This field is editable.
4. To remove a mapping, click the reset button.
5. Click 'Next' to proceed to the Metric Selection section.
3. Metric Selection
The Metric Selection section is divided into 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.
2. You must map the Salesforce field for every mandatory Revlitix field.
3. Select the appropriate date if the metric is a standard field.
4. click the refresh icon next to the field to change a mapping.
5. To delete unnecessary fields, use the delete button.
6. click the 'Add metric' button to add new metrics.
7. Click 'Save and next' to proceed.
b. SDR Rep Metric
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.