NOTE: Please ensure that you have setup your Store to allow inquiries to be sent/received. Please click here for instructions.

New inquiries placed via your Store will be downloaded in to the CRM/Job Bag Management Center in your PromoServe back office system.

 

1) Add CRM/Job Categories

  • Go to Codes > CRM Categories
  • Click 'add new'
  • Enter the Code and Name...
Image The 'Code' and 'Name' must match those of your CRM/Job Bag categories in PromoServe

You can find these within Enterprise by going to System Customize > Categories - uncheck all boxes at the top of the screen EXCEPT 'CRM/Job Bag'

Duplicate the Enterprise list of categories within Store

 

 

2) Add CRM/Job Priorities/Stages

  • Go to Codes > CRM Priorities
  • Click 'add new'
  • Enter the Code and Name...
Image The 'Code' and 'Name' must match those of your CRM/Job Bag priorities/stages in Enterprise - these are usually the color coded drop down against a CRM/Job Bag e.g. 1. Awaiting Artwork

You can find the codes within Enterprise by going to System Customize > Codes and Phrases - look for existing codes beginning with 'HP' or with a type of 'HP'

TIP: It may be worth creating a new priority/stage in Enterprise for 'Web Enquiry' - this way you can filter out all of your web inquiries

Duplicate the Enterprise list of priorities/stages within Store

 

 

3) Enquiry Form Setup

  • Go to Site Content > Forms
  • Click 'edit' next to the 'Enquiry Form'
Image For new enquiries that are downloaded in to Enterprise, select the default settings for the CRM/Job Bag
  • Select a 'Default CRM Priority'
  • Select a 'Default CRM Category'
  • Enter the STAFF CODE in the 'Allocate To' box - new inquiries will be assigned to this person in their CRM/Job Management Center. You can find the STAFF CODE in Enterprise by looking in the 'Staff Database' - usually the initials of the person
  • Enter a default 'CRM Subject' e.g. 'Web Enquiry from wwww.promoservesystems.co.uk'
  • Click 'Save Changes'
Image

 

 

4) Download inquiries in to PromoServe

  • You must add a new job on to your Enterprise DataXchange panel with a job type of 'Download Forms'