Modify Sales Associate and Sales VP OMSF Table
Objective
Define responsibilities and procedures to add or remove Sales Associates (Sales Directors, Sales Account Managers, Sales Coordinators, and any other Sales-centric roles) from the OMSF tables.
Scope
This work instruction will apply to any time a Sales Associate is added as a new user of the Campfire system.
Adding a new Sales Associate to the OMSF Table
- Once logged into the Campfire application, from your user name (click on small down arrow), select “Switch to Admin Mode”.
- From the Main Menu on the left side, expand Administration, then expand OMSF Admin, and select “Attributes”.
- In the OMSF Attributes screen, Module should be defaulted to “Opportunity”, if it is not, use the drop down to select it. When Module is set to “Opportunity”, select the “Search” button.
- A list of Opportunity attributes will appear in the window. On the right side of the blue header ribbon, is a drop down labeled as “Attribute Action”. Pull down the list of actions and select “Upload Attributes”.
- In the Upload Attributes screen, select the “Export to Excel”button.
- A pop-up window will appear (make sure to allow pop-ups from campfire.agglp.com) with a list of groups. Click on “Sales VP and AM Hierarchy” to highlight it, then select the “Export to Excel” button.
- An Excel document named AttributesReport.xls will download, open it. When it opens, scroll to the first empty row and enter the Status (“active”), Account Manager’s Name, and the corresponding Sales Director’s Name. When complete, save the file.
- Go back to the Upload Attributes screen. Choose the file with the new/modified rows. Check the box for “Delete existing when uploaded”. Then select the “Upload File Data” button.
- When the upload is complete a green message box will appear confirming the attribute data has been updated.
Deactivating/Modifying a Current Sales Associate to the OMSF Table
- Once logged into the Campfire application, from your user name (click on small down arrow), select “Switch to Admin Mode”.
- From the Main Menu on the left side, expand Administration, then expand OMSF Admin, and select “Attributes”.
- In the OMSF Attributes screen, Module should be defaulted to “Opportunity”, if it is not, use the drop down to select it. When Module is set to “Opportunity”, select the “Search” button.
- A list of Opportunity attributes will appear in the window. On the right side of the blue header ribbon, is a drop down labeled as “Attribute Action”. Pull down the list of actions and select “Upload Attributes”.
- In the Upload Attributes screen, select the “Export to Excel”button.
- A pop-up window will appear (make sure to allow pop-ups from campfire.agglp.com) with a list of groups. Click on “Sales VP and AM Hierarchy” to highlight it, then select the “Export to Excel” button.
- An Excel document named AttributesReport.xls will download, open it. When it opens, scroll to the data requiring modification. Change the Status, Account Manager Name, or the name of the associated Sales Director to an Account Manager based on the request. If a user is no longer active, the Status should be changed to “inactive”.
- Go back to the Upload Attributes screen. Choose the file with the new/modified rows. Check the box for “Delete existing when uploaded”. Then select the “Upload File Data” button.
- When the upload is complete a green message box will appear confirming the attribute data has been updated.