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Sales

Information Regarding the Sales Module and Setup
  • Agency Selector for Campaign Assignment

    When creating a broadcast agreement, you can choose to assign this to a list of defined Agency clients. This list...
  • Add Non-Broadcast Items into Campaigns

    New functionality added to allow for the incorporating of charges into an existing invoice (not adding to the total), of...
  • Auto-Assign Sales/Prospect Clients

    You can set up Profiler to auto-assign a responsibility for a client in the Prospect module based upon if: The...
  • Sales Campaign + Event Clash Monitoring

    If you wish to be alerted to the fact that a Client might have an active Event listing when creating...
  • Digital Media Regions

    When assigning a Digital Campaign for a banner advert – you need to define the region or display point that...
  • Hide “Accept/Pay” option in Sales Portal

    If you wish your clients not to be able to accept and pay for Sales Contracts that have been delivered...
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