If the sales steps aren’t configured, the sales process will not be properly tracked. Next, we’re going to set up the automated sales steps. Scroll down to the Mobile Apps section and check the “Remove user from Prospect Distribution Rules when in the Sales Cycle in the mobile app” box. Select Sales in the Prospect Category field.Įxpand the Internet Prospects accordion. As it is shown here, these fields will not display if you only have access to one store. If applicable, select the appropriate Group and/or Business Unit. Use the Tools drop down and select Prospects. Next, we’re going to set up distribution options. Select the appropriate FOCUS Mobile/DigiSales User Level field for all FOCUS Mobile users.
#UFOCUS MOBILE DOWNLOAD#
Verify the Manager box is checked for all users in a Management role so they can download and use Mobile Manager. If applicable, search for the desired Enterprise.
Use the Tools dropdown and select Batch Edit. Navigate to the Administration application. For example, new hires will be beginner user levels and tenured reps will be advanced. User levels are assigned to salespeople based on their experience. Next, we’re going to enable FOCUS Mobile User Levels and Manager Flag. Continue to complete these steps for all remaining non-management roles. In the Screen Access section, you should change the access for “Traffic – Floor Traffic” to at least “View.”Ĭlick the Save button. Go to the Role Permissions tab and expand the Customer accordion. Use the Security dropdown, and select Roles. This will allow salespeople to use the mobile application. Next, we’re going to enable permissions for Salesperson roles. Click the Save button.Ĭontinue to complete those steps for remaining Management roles. Then, scroll down to the Reports section. In the Screen Access section, change the access to “Full” for the following items: Navigate to the Role Permissions tab and expand the Customer accordion. If applicable, search for the desired Enterprise and open the dealership’s Sales Manager role. Use the Security drop down, and select Roles. This will grant your sales managers the access they need for the mobile application. Next, we’re going to enable permissions for Sales Management roles. Then, scroll down to the Reports section, change Sales Goal Report to “Yes.” Click the Save button. You will need to locate the Screen Access section and scroll down to change the access to “full” for all the following items: Select the Role Permissions tab and expand the Customer accordion. Open the dealership’s Administrator role. Use the Security drop down and select Roles.
#UFOCUS MOBILE FULL#
This will grant you full access to set up the mobile application.
We will start in the administration role.įirst, we’re going to enable permissions for the administrator role.
We’ll establish user levels and distribution options, automated sales steps, and more.įeel free to login into your Contact Management application and follow along.
#UFOCUS MOBILE HOW TO#
Today, I’m going to walk you through step by step how to set up the FOCUS mobile app for your dealership. Hello and welcome to the FOCUS training video: Setting Up the Mobile App.
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