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1. cod Update Remove Lukewarm Update Remove Warm ss Update Remove PF 1 Add a value by entering it in the blank field provided then clicking Add to the right of it 2 Remove a value by clicking Remove to the right of it Modify a value by making the changes then clicking Update to the right of the desired value Note You will lose changes if you click any other button 4 3 Custom Fields Under the Admin tab select Custom Fields Management You can add custom fields to your contacts accounts prospects and opportunities These fields will then appear under the Additional Information tab in the appropriate sections Luxor Admin Guide All of the screens under this section work the same way as follows Accounts Custom Fields Sort Name h 1 Children s Names AY 2 Spouse s Birthday a asa A 3 Children s Ages 1 Add a field by clicking Add entering the field name the type of data then clicking Save 2 Remove a field by selecting the check box beside it then clicking Del All fields selected when you click Del will be deleted 3 Modify a field name by clicking the field name making the changes then clicking Save 4 Change the order that fields appear by using the and Y arrows beside the field names 4 4 Expenses Under the Admin tab select Expense Management 4 4 1 Expense Settings This screen allows2. 5 2 MANAGING YOUR USERS o did ma entendent tas 1 od SCP AOMA NON Se A tement led 13 22 COMA LOMA RS Rd del st 15 32 3 SIS NS OEE EATE E EA E AEE E A 13 5 2 4 SCCUPIE GFO UPS a ET A E A ruled einen 14 32 35 Lrackine Groups Sales CV CIOS seen E 16 5 3 USING GROUPS aaa a UN 16 5 4 CHANGING YOUR HIERARCHY MOVING GROUPS OR USERS 17 C INDE Xin tie A A E A sites satin dat s 17 Luxor Admin Guide 1 Before you Start 1 All functions described in this guide apply to Luxor users who are in the Admin security group Functions described in 5 Setting Up and Managing Your Users also apply to Luxor users in the Account Creator security group 2 Touse Luxor CRM you need Internet Explorer version 5 5 or higher Other browsers may allow you to log in but are not supported To download the latest version of Internet Explorer go to www microsoft com windows ie 3 Be aware that there is a maximum number of users on your Luxor account This is based upon your licensing agreement If you require additional users please contact your Luxor account representative 2 Logging In for the First Time Administrator When you create your Luxor account you will receive an email with your username password and a link to the Luxor login screen 1 Click on the link Once at the login screen save it either as your homepage or as a favourite so you can easily return This screen is your starting point every time you use Luxor C
3. section below for detailed descriptions of each tracking group and what it means to be part of that group gt gt 5 2 Managing Your Users Main Menu Whether you are adding a new user or modifying a user profile you Add User At Same Level will see and modify the same fields described below The only io a Ati difference is how you get to the user profile Add Group Below Selected Move Selected amp User Management Alberto Maggi al Alex Ortiz ee Bill Maggi a Billy Bo Maggi e Harry Maggi Geraldine Maggi ey Quimbo Maggi 11 Luxor Admin Guide Modifying a User Adding a User Select the name of Select any name under User Management the user you want to modify under User Management 1 Add User At Same Level Click one of the following This will open that 2 Add User Below Selected person s user profile Which of these you select will determine where the new user is placed in the hierarchy Either selection will give you a blank user profile Once you have created and saved a user please make sure to inform the new user of their username and password Whether you are adding or modifying a user click Save before leaving the user profile or you will lose your changes See below for information on the different sections of the user profile User Information Group None Parent User Geraldine Maggi First Name Last Name Username Password Quota Quota Type Monthly Contact I
4. group 14 Luxor Admin Guide Security Groups What Do They Mean available security Groups LD KS security Groups Security Groups determine what parts of Luxor a user can see In fact a user s en e Universal Navigation Bar will look different depending on their security groups see below There are three 3 security groups Shown are the default settings for a new user added to your account Here are descriptions of each gd PROSPECTS 4 ACCOUNTS CONTACTE d OPPORTUNITIES i CAMPAIGNS 4 REPORTS Most users you create will only be part of this group Being part of the User security group allows a user access to all record types and to the Reports button If a user is not part of either of the other two security groups he she will not see the Admin button on their Universal Navigation Bar See the Luxor User Manual for details regarding user functionality Account Creator Administration User Management You may want to add managers or supervisors to this group It does not allow them to modify your organization s global settings but does allow them to add and modify users as the need arises In this case you would also want to add them to the User group Being part of the Account Creator security group allows a user access to the User Management function under the Admin button If a user is not part of the Admin group he she will see the Admin button but
5. information only Business Phone Email Address 1 Position Admin defined required fields can be modified by selecting one or more fields moving them with the or buttons then clicking Save Note You will lose changes if you exit this screen without saving Example 1 If you want to make City a required field click on it in the Not Required box then click on to move it to the Required box Example 2 If you want to make Position a not required field click on it in the Required box then click on lt to move it to the Not Required box 5 Setting up and Managing your Users Under the Admin tab select User Management In this section you can create remove and modify user profiles and modify the hierarchy of your salesforce Main Menu Select 4 User or Group LE Management amp User Management gig Alberto Maggi 4 Geraldine Maggi The User Management main page displays all top level users The first time you open this screen as your group s administrator only your name will appear Any user that appears with a beside their name has users under them in the hierarchy Luxor Admin Guide 5 1 The Administrator Profile If you are the group administrator select your name under User Management Main Menu User Information Add User At Same Level Group None Parent User None Add User Below Selected First Name Alberto Last Name Maggi Add Gr
6. 12 13 15 16 21 SEARCH 11 SEARCH BOX 11 SEARCH RESULTS 11 SECURITY GROUP 3 14 18 19 SECURITY GROUPS 14 18 SELECT 3 4 5 6 7 8 9 10 11 12 15 17 20 21 Luxor Admin Guide SERVICE 9 11 16 20 SET UP 12 SOLD 9 16 SOURCES 6 STAGE 4 5 STAGE NAME 5 SUBORDINATE 17 SUITE 10 SUPERVISORS 19 TAX 8 TAX LEVEL 8 TAX TYPE 8 TODO 6 TRACK 4 16 20 TRACKING GROUP 4 14 20 TRAVEL 8 UNIT PRICE 9 10 UNIVERSAL NAVIGATION BAR 18 UPDATE 4 5 6 7 9 17 18 USER 3 5 11 12 13 14 15 16 17 18 19 20 21 USER INFORMATION 13 16 USER MANAGEMENT 12 15 17 19 20 USERNAME 3 13 15 16 VALUE 6 7 16 VIEW 17 18
7. groups to track sales opportunities see section 6 4 2 of the Luxor User Guide 5 3 Using Groups In User Management make sure to select the user you want to be the supervisor of the group then click Add Group Below Selected Group Information Name E Marketing Owner Geraldine Oberon Default Permissions for Users in Group View C all SameLevel Children Personal Update C all Same Level Children Personal Delete C all SameLevel Children Personal None Assign C all Same Level Children Personal None Save Remove Cancel If you want to assign the same permissions to a large group of users you may want to create a user group Any users added to the group will have the same permissions you choose when creating the group 1 Use the radio buttons to select permission levels in each category 2 Click Save Any user you add under this group will have these permissions 16 Luxor Admin Guide 5 4 Changing Your Hierarchy Moving Groups or Users To promote or demote users or groups within your hierarchy select amp User Management gl Geraldine Oberon i E Marketing EQ Telesales T under Halle Hartnell Egg Condoleeza Smith el Bud Seltzer om Steven Schaffer Qe Alex Oriz you cannot place a group ala Bill Maggi directly under another group The only restriction is that the user group you want to move up or down the hierarchy then click Mov
8. D NUMBER 9 10 INDUSTRIES 6 KEYWORD 11 KILOMETRE 8 LEVEL 12 17 18 20 21 LICENSING 3 LINK 3 LOCKED 5 LOGGING EXPENSES 3 8 9 LOGIN 3 16 LOOKUP TABLE 9 LOOKUP TABLE 6 LOOKUP TABLES 6 9 LOST 4 MANAGERS 19 MAXIMUM 3 MEETINGS 20 MILE 8 MILEAGE RATE 8 MODIFY 4 5 6 7 8 10 12 14 15 16 17 19 MONTHLY 3 16 NAME 4 5 8 9 10 11 12 13 15 16 OPPORTUNITY 4 5 6 8 9 11 19 20 OPTIONAL 4 9 16 ORGANIZATION 4 9 16 17 18 19 PASSWORD 3 13 15 16 PERCENTAGE 5 16 PERFORMANCE 16 PERMISSION LEVEL 14 17 18 PERMISSIONS 14 17 18 21 PERMISSIONS 14 16 17 18 21 PRESENTATIONS 20 PRIMARY EMAIL 16 PROBABILITY OF CLOSING 5 PRODUCT 0 9 10 11 20 PRODUCT LIST 11 PRODUCT SERVICE GROUP 9 10 PRODUCT SERVICE GROUP LIST 10 PRODUCT SERVICE GROUPS 9 10 11 18 20 21 PRODUCT SERVICE LIST 9 PRODUCT SERVICE MANAGEMENT 9 PROFILE 12 13 14 15 PROFILE 3 12 PROMOTE 21 PROPOSAL 20 PROSPECT 6 7 8 11 19 QUARTERLY 3 QUESTION 4 5 QUOTA 3 13 16 QUOTA TYPE 16 QUOTA TYPE 3 16 RADIO BUTTON 17 21 RATING 6 7 RECORD 11 18 RECORDS 17 18 19 RELATED 6 9 REMOVE 4 5 7 8 9 10 11 12 14 18 19 20 REPORTS 18 19 REQUIRED 4 8 11 12 16 20 REQUIRED FIELDS 11 SALE 5 SALES 4 14 16 19 20 SALES CYCLE 4 14 20 SALESFORCE 12 SALESPEOPLE 8 SAME LEVEL 15 17 18 SAVE 3 7 8 9 10 11
9. Luxor CRM Administrator s Guide Atum Corporation 2003 version 0 1 September 3 2003 416 410 8444 ext 114 1 877 893 3266 ext 114 Luxor CRM product support 416 410 8999 luxorsupport atum com Luxor Admin Guide TABLE OF CONTENTS 1 BEFORE VOUSIARE cuisine 2 2 LOGGING IN FOR THE FIRST TIME ADMINISTRATOR sssssssssseeeeeeneneeeee 2 3 CREATING YOUR PROFILE COMPANY INFORMATION sssssssssssssssseeeeneeeeeee eee 2 4 CUSTOMIZING YOUR ACCOUNT visscstecisicsiucsssssssceidatevesdasncaseidatensedcassaseidedeveadeaseudeieatenss 2 4 1 TRACKING GROUPS SALES CY CLES asian 2 4 2 LOOKUP ABLE SS 4 4 2 1 TOS DECENTES AA A A air 5 4 3 CUSTOM MIB COS a ne te ne dd sorb Salers diet At aot Ou ne 5 4 4 EXTEN E S ssl is EIRE 6 4 4 1 A SN A a es 6 4 4 2 Expense Cate sones adas 6 4 5 PRODUCTS amp SERVICES a RS AAA 6 4 5 1 Activate Deactivate Products Services ss F 4 5 2 T roduc VS lonas 7 4 5 3 Froduc SCIVICE GV OUD A ies 7 4 5 4 Add Products LO E CV OUTS sities ls e 4 5 5 REMOVE products from a CV OUDS as e 4 6 REQUIRED FIELDS 320 ti tetes este et ina orne 8 5 SETTING UP AND MANAGING YOUR USERS ssssssssssssssssssccccccccsssssseseeeeeees 9 5 1 THE ADMINISTRA TOR PROE Erate T ed AA 10 5 1 1 PA A AO OE 10 12 Coniac Inora On ea lino det scales 10 5 15 Ferm SS TOT S RE ne A ee ieee neat act Bild en de esl on el 11 5 1 4 DCC UTIL TOUS RSS ee a nn ee mas 11 3 19 e A NS ANUS mt NS Ne nt dl 11
10. Please see the Contact Information section under Adding a User below for instructions 10 Luxor Admin Guide 5 1 3 Permissions View all Same Level Children Personal As the group administrator you are Update al sametevel children Personal automatically granted the highest Delete all Same Level Children Personal None permissions Before modifying Assign all Same Level Children Personal None permissions for any user please review the User Permissions What Do They Mean section below for detailed descriptions of each permission level and what it means 5 1 4 Security Groups Available Security Groups User s Security Groups Again as the group administrator you will ES automatically be added to all security p Admin ter groups Before removing yourself or a User another user from any security group please review the Security Groups What Do They Mean section below for detailed descriptions of each security group and what it means to be part of that group 5 1 5 Tracking Groups Available Tracking Groups User s Tracking Groups You should have defined your sales a cycles in the Tracking Group p E crea Management Sales Cycles screen As the group administrator you will automatically be added to all tracking groups Before removing yourself or another user from any tracking group please review the Tracking Groups What Do They Mean
11. RM Enter the username and password Both fields are case sensitive Click Enter Luxor Once you are logged in change your password right away see The User Guide for instructions 3 Creating your Profile Company Information Under the Admin tab select Company Information Some of the information may already be entered 1 Enter any additional company information note that Email means the general company email address 2 Ensure that the fiscal year end date and the Quota Type monthly quarterly annually are correct then click Save 4 Customizing your Account 4 1 Tracking Groups Sales Cycles Under the Admin tab select Tracking Group Management Sales Cycles RFP Cycle sd z x Luxor Admin Guide The sales cycles defined here will be used to track sales opportunities for your organization default sales cycle is defined for you You can modify it and or create any number of custom sales cycles You may change the name or description of a cycle in this screen simply by making the wanted changes and clicking Update Note You will lose changes if you click any other button To create a new cycle 1 In the blank row provided enter a cycle name required and description optional then click Add Click Open Cycle to the right of your new cycle UN Add and or modify stages as per the instructions under To modify an existing cy
12. cle below To modify an existing cycle Every cycle starts with two default stages Closed and Lost You can then modify add or remove stages note Closed cannot be removed and only the question can be modified After clicking Open Cycle to the right of the cycle you want to modify you will see the screen below State Name Question Associated Closed 100 MV Locked El Lost fo Y Locked yl a T Locked za Update Back 1 Add a stage by entering a stage name an associated question amp percentage then clicking Add 2 Remove a stage by clicking the Remove button to the right of the stage 3 Modify a stage by making changes to it then clicking Update Note You will lose changes if you click any other button Luxor Admin Guide Field Descriptions Field What does this mean Example Stage A descriptive name for this stage Second Meeting Name Question A question that will be answered by the user Did you meet with a when they select this stage for an opportunity decision maker Associated The probability of closing the sale 60 Locked As the administrator you may select locked Locked This will not allow users to change the percentage associated with the stage 4 2 Lookup Tables Under the Admin tab select Lookup Tables Management This section allows you to update lookup tables that you then select from when creating or mo
13. d description optional then clicking Save 2 Remove a product by selecting the check box beside it then clicking Del All products selected when you click Del will be deleted 3 Modify a product by clicking the product name making the changes then clicking Save Product Groups E ID Product Group MF 44 Security Suite 41 Value Meal 4 5 3 Product Service Group List A product service group can be a suite of products a volume discount etc 1 Add a product group by clicking Add entering a product group name ID number and unit price then clicking Save You can also add existing products to the group you ve created see Add products to a group below 2 Remove a product group by selecting the check box beside it then clicking Del All product groups selected when you click Del will be deleted Luxor Admin Guide 3 Modify a product group by clicking the product group name making the changes then clicking Save 4 Manage product service groups Whether you are creating a new product group or modifying an existing group by clicking the product group name you will see the screen below Update A Product Group Fes Security Suite ID 441 Pri as 425 00 en Associated Products or Add Product K Remove Selected Product Name Price 4 5 4 Add products to a group 144 3 h d 1 Click Add Product You Search Products w
14. dify all records owned by his subordinates Phillip Same Level It is not unusual for an organization to give Same Level viewing permission to users This way co workers like Alex Bill and Harry can share contacts account information etc Note that though Condoleeza is on the same level she does not report to the same manager so Alex would not be able to see her records 39 66 Same Level permissions to Update Delete and Assign are generally only granted to the administrator al Although Luxor allows you the flexibility to give users permission to view update delete or assign All records it is not recommended that anyone other than the account administrator have this permission level This permission level gives the user access to the entire organization s records even those of people several levels above the user a The None permission level is only available in the Delete and Assign categories This means the user cannot even delete his her own records or assign them to another user This level may be used by an organization that wants to keep all records for archiving purposes and so does not want anyone deleting even their own records 5 2 4 Security Groups All new users are added to the User security group You as the administrator can then add the user to the Account Creator and or Admin groups or even remove them from the User
15. difying prospects appointments etc The values are used as follows Lookup Table Descriptions Lookup Where these values are used Sample Value Table Prospect Prospects screen Hot Cold Warm Ratings Event Todos Lunch Phonecall Types Golf Game Industries Prospects Accounts Insurance Arts Manufacturing Sources Prospects Accounts Tradeshow Referral Ad Campaign Contact Opportunities when you add a related contact Decision maker Roles Administrator Buyer Most of the screens under this section work the same way as follows Luxor Admin Guide Default values are provided for you Event Types ID Yalue 25 Appointment 26 Dinner J Email Incoming 8 Email Outgoing 15 Left Message 10 Mail Merge Email 3 Meeting In Office 4 Meeting Out of Office 18 Other 1 Phone Incoming 2 Phone Outgoing AN A O O ON NL NL AL al o Received Message 1 Add a value by clicking Add entering the desired value then clicking Save 2 Remove a value by selecting the check box beside it then clicking Del All values selected when you click Del will be deleted 3 Modify a value by clicking the value itself making the changes then clicking Save 4 2 1 Prospect Ratings This screen works slightly differently than the others in this section Prospect Ratings Management Use the form below to add or remove steps from your prospect cycle Rating Name
16. e Selected Select any other group or user to move them Move French Hart To No Parent Cancel ACCOUNT 3 4 6 8 11 17 18 19 ACCOUNT CREATOR 3 18 19 ACTIVATE 9 ADD 4 5 7 8 9 10 11 14 15 16 17 18 19 20 21 ADD USER AT SAME LEVEL 15 ADD USER BELOW SELECTED 15 ADDING A USER 13 15 ADDITIONAL INFORMATION 8 ADMIN 3 4 6 8 9 11 12 18 19 ADMINISTRATOR 5 12 13 14 17 18 19 ADMINISTRATOR 0 3 12 ALL 3 7 8 9 10 11 16 17 18 20 ANNUALLY 3 APPOINTMENT 6 ASSIGN 8 17 18 21 ASSOCIATED 5 11 CASE SENSITIVE 3 CATEGORY 9 17 18 21 CHECK BOX 7 8 9 10 11 CHILDREN 17 CLOSED 4 20 COMPANY INFORMATION 3 16 COMPLETE 11 16 CONTACT 3 6 8 11 18 CONTACT INFORMATION 13 16 CONTACT ROLES 6 CREATE 3 4 6 9 10 12 15 18 21 CUSTOM 4 8 CUSTOM FIELDS 8 CUSTOMIZE 4 DEACTIVATE 9 DEAL 20 DEFAULT 4 7 17 18 DELETE 7 8 10 11 17 18 DEMOTE 21 DESCRIPTION 4 5 9 14 17 18 20 DESCRIPTIONS 5 6 DOWNLOAD 3 DROP DOWN MENU 16 EMAIL 3 16 EMAIL ADDRESS 2 16 EMAIL ADDRESS 3 16 ENTER 3 4 5 7 8 9 10 13 16 EVENT 6 EXPENSE 8 EXPENSE CATEGORIES 9 EXPENSE MANAGEMENT 8 EXPENSE REPORT 8 EXPENSE SETTINGS 8 FAVOURITE 3 FISCAL YEAR END DATE 3 17 Luxor Admin Guide GLOBAL SETTINGS 19 GOODS 16 GROUP 3 10 11 12 13 14 18 19 20 21 HIERARCHY 12 13 15 17 21 HOMEPAGE 3 I
17. hed for the defined period So if their quota is 50 000 their quota type is monthly and they have sold 2 000 worth of goods or services this month their quota box will show that they are at 4 of their monthly quota If you fail to enter a dollar value in the Quota field the Quota box will always read 0 and your sales staff will be unable to track their performance 3 Move on to the Contact Information section If you leave this screen without clicking Save your changes will be lost 5 2 2 Contact Information All fields in this section are optional but it is recommended that you enter at least one phone number and one email address You may enter up to 3 email addresses in the Email Address field If the primary email already appears and you want to add another address 1 Click the to the right of Email Address 1 A drop down menu will appear 2 Select either Email Address 2 or Email Address 3 3 Enter the email address Move on to the Permissions section If you leave this screen without clicking Save your changes will be lost 5 2 3 Permissions All new users are automatically granted permission to view update delete and assign their own personal records As an administrator you choose whether to keep these default permissions or grant the user some or all of these permissions at the Children Same Level or All level The higher the permis
18. ill see a search box Ee 2 Enter a keyword for a product that already exists in your product list then click Search 3 Select the product you EI want to add from the aSCAN 123 245 search results It will be Shoes 1 55 added under the Associated Products tab 4 5 5 Remove products from a group Select the check box beside the product name then click Remove Selected All product groups selected will be removed from the product service group The removed products will not be deleted from your products services list 4 6 Required Fields Under the Admin tab select Required Fields Management In this section you can define required fields for all new contacts prospects accounts and opportunities Fields required by the system and fields you define as i bark Name required will now appear to your users with a red RER border and they will not be able to save a record Position without completing at least these fields Luxor Admin Guide All of the screens under this section work the same way as follows Contact Required Fields The following fields are system required fields and cannot be modified First Name Last Name The following fields are admin defined required fields and can be modified Not Required Required Address City Comments Fax Home Phone zz Mobile Phone ER Postal Code System required fields top section cannot be modified and are displayed for your
19. nformation Work Phone Home Phone Street Email Address 1 Y y City Postal Code Province State select A State Province Country Select 4 Country Permissions View Coal Same Level Children Personal Update C Aal Same Level Children Personal Delete C Aal same Level Children Personal None Assign C Aal Same Level Children Personal None Security Groups Avallable Security Groups User s Security Groups gt gt Account Creator User Admin Tracking Groups Avallable Tracking Groups User s Tracking Groups gt cyclel st cycles ue cycles Save Cancel 12 Luxor Admin Guide 5 2 1 User Information 1 Enter the user s first and last name a username and password All of these fields are required You cannot save the new user unless you complete them 2 Enter a dollar value in the Quota field optional This is the revenue that this user is expected to generate in sales during a given period The Quota Type field defines the period eg Monthly This field cannot be modified here It has already been defined for your entire organization and can only be modified in the Company Information screen Note The value entered in the Quota field will later be used by QUOTA the user to track his her sales performance Any time they log in to Luxor they will see the Quota box which tells them what 04 4 percentage of their quota they have reac
20. oup Below Selected Donne amaggil reo oe ok ok ok tek oR k Move Selected Quota 55000000 Quota Type Monthly User Management Contact Information a A Alberto Maggi Work Phone Home Phone a Alex Ortiz e Bill Maggi Street Email Address 1 V almaggi comet com Billy Bo Maggi Y ee Harry Maggi City Toronto Postal Code E Geraldine Maggi 2 Condoleeza Rice Pons ON z Country Canada an Quimbo Maggi Permissions View all Same Level Children Personal Update all Same Level Children Personal Delete all SameLevel Children Personal None Assign all Same Level Children Personal None Security Groups Available Security Groups User s Security Groups gt gt Admin Account Creator lt lt User Tracking Groups Available Tracking Groups User s Tracking Groups gt gt cyclel a cycle2 s cycle3 xl Save Cancel Your profile will be displayed You will also see the names of any users directly below you in the hierarchy if any 5 1 1 User Information 1 If you are the group administrator your first and last name a username and password will already be entered If any of this information is missing enter it 2 Please see the User Information section under Adding a User below for instructions regarding the Quota fields 3 Move on to the Contact Information section If you leave this screen without clicking Save your changes will be lost 5 1 2 Contact Information
21. sion level AIT being the highest the more the user can see change delete etc To modify a user s permissions select the radio button to the left of the permission level you want for that category Note You may only select one level per category 13 Luxor Admin Guide User Permissions What Do They Mean User Management A user s permissions determine whose records they have access to ey aiii within the Luxor CRM tool User permissions are based upon the oe es hierarchy sample left that you set up for your organization and that E Bill Mag as an administrator you can see on the left of all User Management gl Harry Maggi screens Tia Geraldine Maggi Eg Condoleeza Smith E There are five 5 permission levels in four categories Shown are the default permissions for a new user added to your account View Same Level Update Same Level Delete Same Level Assign Same Level Using the sample hierarchy provided here are descriptions of the different permission levels Personal This is the default Alex Ortiz will be able to view update make changes and delete his personal records or assign them to another user However he will not even see records that do not belong to him not even for someone below him in the hierarchy like Phillip Ortega Children Most organizations give at least viewing permission and usually all other categories at the Children level This would allow Alex to view and mo
22. ve staff to whom a particular group does not apply you may remove them from that group by selecting it then clicking the _ lt button That cycle will now appear in the Available Tracking Groups box The user can be re added to the group at any time by selecting it from the Available Tracking Groups box then clicking the L_ _ button Tracking Groups Sales Cycles What Do They Mean ne Organizations have different sales available TrackingGroupp rmac Cycles for different products In other words the steps that are required to pre Printers no bring a deal to closure may differ Mainframe Software Selling a big ticket item like an offshore oil rig probably requires several meetings a written proposal presentations to different levels within the client firm budgetary approval at more than one level and finally signing of the contract Selling a printer may involve significantly less steps With Luxor CRM you can define different sales cycles for the different products you sell see section 1 4 1 Tracking Groups Sales Cycles above In the User Management section you can determine which cycle s will be used to track a user s sales opportunities If a user sells Printers IT Consulting Services and Mainframe Software you will allow them to track using all three cycles but you will remove the Oil Rig cycle from his her groups because he she does not sell that product For a description of how users use their tracking
23. will only see the User Management option in the Administration menu If a user is not part of the User group he she will not have access to any records Prospects Opportunities etc or reports Administration Company Information Tracking Group Management Sales Cycles Lookup Tables Management Custom Fields Management Expense Management Product Service Management Required Fields Management User Management Generally speaking only one user in your organization will be part of this security group If you are reading this it is probably you You may want to add one other user to this group as your backup Being part of this group allows you to modify your organization s global settings add and modify users as the need arises In cases where the administrator is not part of the sales force you may want to remove them yourself from the User group Being part of the Admin group allows a user access to the Admin button and all functions under it If a user is not part of the User group he she will not have access to any records Prospects Opportunities etc or reports Note If you are part of the Admin group you automatically have User Management privileges and so it does not matter whether you are added to the Account Creator group or not 15 Luxor Admin Guide 5 2 5 Tracking Groups Sales Cycles All new users are added to all available tracking groups If you ha
24. you to define 2 tax types the tax level for each and whether or not the tax applies to your expenses This information will later be used to calculate the tax portion of expenses logged in Luxor You can also assign a mileage rate This is the rate paid to your salespeople per kilometre or mile for travel required by their work This is also used to calculate amounts owing in expense reports 4 4 2 Expense Categories This section allows you to update the category lookup table that you then select from when logging expenses 4 5 Products amp Services Under the Admin tab select Product Service Management In this section you can create and manage products services and product service groups that are sold by your organization Products or groups added here can then be related to opportunities under the Products tab Luxor Admin Guide 4 5 1 Activate Deactivate Products Services Toggle Product Activation Is the product product group functionality enabled P P group ty Uno ves Save Cancel If you want to use the product product group functionality select Yes then click Save If you fail to do this the Products tab will not appear under Opportunities 4 5 2 Product Service List Products ID Product 55 hats Pants asas 1 Shoes This screen works like the Lookup Tables screen 1 Add a product by clicking Add entering a product name ID number unit price an
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