Articles
How to Login to SalesAutomation on a Mobile Device
Sales Automation is mainly a desktop module. (It is not part of the Sedona-X app).
Sales Automation module can be accessed on a mobile device by accessing the direct URL link in the browser.
https://YOURLINK.alarmbiller.com/SalesAutomation...
How to Switch SalesAutomation and eForms from Sandbox to Production
Inform the customer that you are restoring.
Inform the customer that anything created in Sandbox will be deleted and they will have to recreate.
Inform the customer that all users will be deleted and need to be recreated.
Step 1...
Product Troubleshooting - Sales Automation - Documents section
When a SedonaOffice Sales Automation customers go live, the documents section needs to be enabled for the customer, otherwise, they will not be able to upload documents to proposals. If it is not enabled, there is no way for the customer to do this ...
Quick Quote Processing in SalesAutomation for AlarmBIller
To process a Quick Quote in AlarmBiller, first enter or verify data in AlarmBiller; otherwise, the Quick Quote will not process.
AlarmBiller
Prepare data in AlarmBiller for use by Quick Quote. If users have been using AlarmBiller, they may...
Quick Quote Processing in Sales Automation for SedonaOffice Users
To process a Quick Quote in Sales Automation, first enter or verify data in SedonaOffice; otherwise, the Quick Quote will not process.
SedonaOffice
Prepare data in SedonaOffice that is in Sales Automation for use by the Quick Qu...
AlarmBiller Features - Dependency Notes
Overview
This feature will create greater ease of use for sales reps quote configuration process and bring in additional sales from creating more crisp concise proposals for their prospects. Dependency notes are notes pre-assi...
How to Add Proposal Rules in Sales Automation
Approval rules should be used if a manager/approval needs to review some/all quotes/proposals based on specific rules, over a certain dollar amount or from a specific group of employees, say new Sales People, etcetera.
Steps liste...
AlarmBiller – Sales Automation – Multiple ways of accepting a proposal
Proposals can be accepted by working with the office or using the customer portal.
Ways of accepting a proposal:
They email or call you back saying they would like to move forward.
In this scenario, yo...
SalesAutomation – Copy Proposal Status Revised
The ‘Revised’ status is assigned when copying a proposal.
During the copy process of a proposal, if the ‘Set Original Proposal with Revised’ option is checked, the original proposal becomes un-editable and receives a status of ‘Revised’. ...
Adding a User to a Department in SalesAutomation
Follow these steps to add a User to a Sales Department in Sales Automation
1) Log into Sales Automation, Click on Setup and then Users, click the Add User button and create the User and save.
2) Click on Setup then employees, click ...
Adding items to the Overview will add line items to the proposal (AlarmBiller)
In case 105387 the Dealer was adding a service level labor item to the Overview of the proposal as well as adding a line item to the proposal and this caused the item to appear twice on the proposal itself. This also happens if you add a discount it...