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    Home Knowledge Base 5. Piloting Sales administration function

    Sales administration function

    Mar 24, 2016 Posted in: 5. Piloting Hits: 245

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    Here are presented the list of contracts related to third parties your profile allows you to access.

    Consolidation:

    In case of a multi-masters user profile, you shall see a global statement or filter informations to a particular master via the “consolidation” button.

    The list of events and synthesised reports are thus adapted to the level of filter.

    Menu

    The drop-down menu “Menu” provides direct links to create a campain or see the actual list of campains, or even create a new account

    Reporting

    The drop-down menu “Reporting” lists the set of specific reports attached to the user rights and profile

    Media

    The drop-down menu “Media” provides direct link to manual media action creation tool

    Widgets at the top the screen inform about:

    • Active/inactive contracts distribution
    • Contract level risk classification
    • Contract distribution by type

    Interaction buttons allow to:

    • Add a contract
    • Add an incident to one or more contracts
    • Declare a technical compliance
    • Declare an administrative compliance
    • Add a compliance rule to one or more contracts

    Each line of contract is a direct link the contract details by clicking on the contract number or the contract description.

    In addition, the device link takes you to the technical part detail of the contract.

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