Customize Terms & Conditions

This field provides you an option to define the text for terms and conditions while creating Invoices, Quotes and Orders.

Availability

Profile Permission Required: Users with the Field-level Access permission can access this feature.

To customize Terms & Conditions

1. Log in to CRM with Administrator privileges.
2. Click Setup > Customization > Modules.
3. Select a module required from the Modules list view.
   The Layout Editor is displayed.
4. Scroll down to the Terms and Conditions section and click the Settings icon on the Terms and Conditionsfield.
5. Click Edit Properties.
6. In the Multi Line Properties popup, specify the Value.
7. Click Save.
   Depending on the module for which the Terms & Conditions are created, the text will automatically be displayed in the page (Invoice / Quote / Order).

Customize Tax Rates

The Tax Rate field allows defining different types of tax rates for the products you sell to your customers. Once the tax rates are added, you can select the tax type and rate while creating a quote, order, or invoice for the customers. For instance, Sales Tax = 10.5 %; VAT = 1%; etc.

Availability

Profile Permission Required: Users with the Field-level Access permission can access this feature.

To add Tax Rates

1. Log in to CRM with Administrator privileges.
2. Click Setup > Customization > Modules.
3. Select the Products module from the Modules list view.
4. Scroll down to the Price Information section.
5. Click the Settings icon on the Tax field and select Customize Tax Rates option. 
   
6. In the pop-up window, click the Add or Delete icons to add new taxes or delete existing taxes, as required. 
   Click and drag the rows around to rearrange their order.
7. Click Save.

To use Tax Rates

1. Click the Invoices tab.
2. In the Invoice Home page, click New Invoice.
3. In the New Invoice page, specify the customer and product details.
4. In the Product Details section, click the Edit icon beside Tax. (after sub totaling the line items). 
   
5. In the pop-up that appears, add or modify the tax rates.
6. Click Apply.

Map Stage-Probability values

Defining the criteria for Sales Stage is important to identify the performance of an organization-wide Sales pipeline. Stage probability can be determined based on two important factors - Forecast Type and Forecast Category. These two values are useful in describing the stage of a potential.

In the Stage-Probability mapping page you can perform the following operations:

• Create different types of Sales stages according to your organization-wide Sales process.
• Associate Probability values to the Sales stages.
• Associate Forecast types (Open, Closed-won, or Closed-lost) to Sales stages.
• Associate Forecast categories (Pipeline, Closed, Omitted, Best Case, Committed)

To map stage and probability values

1. Log in to CRM with Administrator privileges.
2. Click Setup > Customization > Modules >
3. Click the Potentials module from the Modules list view.
4. Click the Module Settings icon and select Stage-Probability Mapping. 
   
5. In the Stage-Probability Mapping page, do the following:
   • Add the sales Stage (s) and the corresponding Probability of closing the sales deal by clicking on the Addicon.
   • Delete sales Stage (s) and assign the existing Probability to another Sales Stage value by clicking on theDelete icon. 
     
   • To modify the existing Sales Stages, double click inside the desired Stage Name and enter the new name.
   • Click and drag the rows to rearrange the order of the stages.
6. Click Save.

Customize Contact Roles

While prospecting, there is a need to contact different people (contacts) to finalize the sales deal. Contact Roles help in knowing the role of the contact in the prospective organization so you always have the right discussion with the right person. For instance, explaining details about the product price and discounts is always better with the Financial Manager whereas explaining product features should be discussed with the Product Manager.

Some of the contact roles such as, Decision Maker, Product Management, Purchasing and other roles are available. However, the contact roles can be customized according to specific business processes.

Availability

Profile Permission Required: Users with the Field-level Access permission can access this feature.

To customize contact role values

1. Log in to CRM with Administrator privileges.
2. Click Setup > Customization > Modules.
3. Select the Potentials module from the Modules list view.
4. Click the Module Settings icon and select Contact Roles. 
   
5. In the Edit Contact Roles page, do the following:
   • Click Add or Delete icons to add a new role or delete an existing role, as required. 
     
   • Modify the existing roles from the Contact Role text box.
   • Click and drag the rows to sort their order as required.
6. Click Save after updating the contact roles.

To add contact roles to contacts

1. Click the Potentials tab.
2. In the Potentials Home page, select the required potential.
3. In the Potential Details page under Contact Roles section, a list of contacts associated with the potential are displayed. Click Add Contact Roles link. 
   
4. In the Contact Roles Mapping page, Select the check box(es) of the contacts that you want to add.
   To associate all the contacts , select the select all check box.
    
5. For each contact select the role from the Contact Role drop-down list.
6. Click Save after associating roles to all the contacts.