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Change Password
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New Password
Confirm Password
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Set Up Email Recipients
Full Name
Email
Sales Unit
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Email Target
Orders
Reports
HTML Reports
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Set Up Automated Mail Reports
Type
Daily
Weekly
Monthly
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Sales Unit
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Reports
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Set Up Agendas
Add
Agendas
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Remove
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Set Up Objectives
Add
Objectives
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Remove
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Check Out Appointments When Out Of Range
Sales Unit
Select Unit
Metres Away
Active
×
Time Zone
Sales Unit
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Offset From GMT(e.g 3,-2)
Active
×
Pipeline Settings
Target Alias
Closed Won Deals Alias
Closed Won Deals Stage
Closed Won Alias
Closed Lost Alias
×
Pipeline Revenue Alias Settings
Pipeline Revenue Alias
×
Targets From Opportunity Settings
Maturity Period(Days)
Interest Rate
Create Targets from Opportunity
×
Client Settings
Client Alias
Client Route Alias
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Company Details
Company Name
Phone Number
Email
Receipt Header
Receipt Footer
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Predictive Orders Settings
Predictive Ordering Factor
Sales Unit
Select Unit
×
Working Days
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
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Default Dashboard
Sales Unit
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Efisales Dashboard
Sales Structure
Overall Dashboard
Products Analysis
Diary Analysis
Sales Analysis
Surveys Analysis
Sales Dashboard
Pipeline Dashboard
Custom Pipeline Dashboard
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Allowed Checkin Distance
Distance (in metres)
×
Working Hours
Working Hours (in hours)
×
Color Code Late Appointment Checkin/out
Latest Checkin Time
Earliest Checkout Time
Active
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Availability Options
Available
Out of Stock
Not Stocked
Not Listed
Insufficient Stock
Blocked Stock
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General Settings
Email Orders
Edit Product Prices When Placing Orders
Enable Sales Reps To Check Into Outlets More Than Once In a Day
Enforce Order Reference Checking on Sales Orders
Enable Lead Logging Geolocation
Enable Client Serial Order Placement
Generate order trackers for orders
Deactivate In-active SRs
After days:
Start of Month
Day of Month:
Roll over sales targets
Percentage Increment:
Target Frequency
Month
Week
Custom
Days:
Enable SR Login With Multiple Devices
Require Orders Approval
Enable Offline Surveys
Enable Incentives
Enable Primary/Secondary Sales
Place Orders From MSL Submissions
Enable Warehouse Inventory
Enable Salesrep Inventory
Pre Approve Outlets
Print Order Receipts
Enable Guided Calls
Require Order Attachment
Default To Secondary Sales
Enable Sales Rep Dashboard
Enable Pipeline Dashboard
Unify Msl and Price Tracker Submission
Treat Promotional Sales/Orders Independently
Checkout From Anywhere
Enable Visits
Enable Client Stockist Option
Hide Optional Inputs
Hide Optional Client Details
Ensure Unique Clients
Hide Opportunity's Number of Subscriptions
Email Orders To Suppliers
Unit Of Measurement
Unit Of Measurement:
Tonnes
Litres
Kilograms
Enable Client Code Auto-Generation
Prefix:
Start position:
Enforce Supplier Selection to Make an Order
Enable Request Of Appointment Location/Venue
Revenue Targets
Sales Revenue (Default)
Pipeline Revenue
Separate Orders From Sales
Current Month Leading Outlets
Enable Fares
Use MSLs For Availability
Allow Sales Reps To Sale Directly to Distributors
Pipeline Commission per User
Enable Use of Efimart
Affiliate Code:
Enable SMS
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