Configuring Sales Settings in Revlitix is a simple and important step to ensure accurate sales management and reporting.
Follow these steps to complete your Sales Configuration setup smoothly.
Step 1: Complete Users and Teams Setup
Before you start configuring Sales settings, make sure the Users and Teams setup is complete.
This is important because the next steps depend on this initial setup.
Step 2: Navigate to Sales Configuration
Go to Settings from your main menu.
In the Settings module, click on the Sales Configuration tab.
Step 3: Populate Users in Sales Configuration
Once Users and Teams are set up, all users created under the Users tab will automatically appear on the Preview page of the Sales Configuration tab.
Step 4: Complete User Mapping
In the Sales Configuration tab, go to the User Mapping section.
Map each user to their correct roles and responsibilities within the sales structure.
Step 5: Select Metrics
Find the Metric Selection section inside the Sales Configuration tab.
Choose the key metrics you want to track and report for your sales performance.
Summary
By following these steps, you will successfully configure the Sales settings in Revlitix.
First, complete the Users and Teams setup, then move to the Sales Configuration tab to populate users, map them to the right roles, and select the metrics important for your tracking and reporting needs.