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How to Create a Sales Configuration

Ray avatar
Written by Ray
Updated over 2 weeks ago

Setting up a Sales Configuration in Revlitix allows you to map users to specific metrics, enabling accurate performance tracking for your sales team.

Follow the steps below to create a Sales Configuration:​

Step 1: Access the Sales Configurations

  • Log in to your Revlitix account.​

  • Navigate to the Settings module from the left-hand menu.

  • Click on the Sales Config tab.​

Step 2: Preview Section

  • You'll see a list of users with details like Username, Email, Department, Profile, and Team.​

  • Select the checkboxes next to the users you want to include in this configuration.​

  • Click Next to proceed to the User Mapping section.​

Step 3: User Mapping

  • Map each selected user to the relevant objects and details.​


Note: A user can be associated with multiple objects.​


  • To remove a mapping, click the Reset button.​

  • Once mappings are complete, click Next to proceed to Metric Selection.​

Step 4: Metric Selection

This section is divided into two parts: AE Rep Metric and SDR Rep Metric.​

1. AE Rep Metric

  • Map fields such as Channel, Object, and Metrics to the corresponding Revlitix fields.​

  • Ensure that each mandatory Revlitix field is mapped to a Salesforce field.​

  • For standard fields, select the appropriate date.​

  • To update a mapping, click the Refresh icon next to the field.​

  • To remove a field, click the Delete button.​

  • To add new metrics, click Add Metric.​

  • After completing the mappings, click Save and Next.​

2. SDR Rep Metric

  • Similarly, map the Channel, Object, and relevant Metrics to the corresponding Revlitix fields.

  • Click Add Metric to include additional metrics.​

  • Use the Refresh icon to update values in the metric and object fields.​

  • To remove a field, click the Delete button.​

  • Once done, click Save to return to the Preview page, indicating the completion of the Sales Configuration setup.​

You've successfully set up a Sales Configuration in Revlitix, enabling precise tracking of your sales team's performance metrics.​

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