To properly display this page you need a browser with JavaScript support.
×
Menu
Index
Search
Dashboard (Requires Auto Extraction)
D1 MIF Data Dashboard
D2 Call Activity Data Dashboard
D3 Service Performance Data Dashboard
D4 Service Parts Data Dashboard
D5 Time Management Data Dashboard
D6 Financial Data Dashboard
D7 Sales Activity Data Dashboard
D8 Create Dashboard Filter
D9 Create Favorites
Service
How to Effectively Use PIVOT Service
Service Territory Data Import
1.0 - 4.0 Territory Data Extraction
7.0 OMD Import DM/TY File
7.2 Address Verification - Service Address Geocoding
7.3 Import Territory Data - Manual Process
7.4 Address Verification - Mapping Adjustment
7.5 Auto Import Territory Process
Create Service Territories
8.0 Service Territory Mapping - Select View & Territory Mgmt.
8.1 Mapping Views - Populate By Segment
8.2 Mapping Views - Populate By Manufacture and Model
8.3 Mapping Views - Assign By Equipment ID, Serial #, or Cust. Name
8.3.a Setup Territory Definitions
8.4 Postal Code Overlay
8.5 Equipment Randomization
8.6 Creating Territory / Assigning Tech ID
8.7 Editing Territory / Tech ID
8.8 Deleting Territory
8.9 Data Set
8.10 Territory Mapping - Territory Data Overview
8.11 Selecting Territories and Exporting Data to E-Automate
Parts Management
9.1 Data Extraction & Creating Car Stocks
9.1.a Auto Import Car Stock Data (Auto Extraction Required)
9.2 Creating Spending Plans
9.3 Car Stock Recommendation Overview and Export to EAutomate
Expectation Settings / Bonus
11.1a Mgr/Tech Expectation Setting
11.1b Mgr/Tech Bonus Setup/Run
11.1c Tech Performance Rating (Req. Auto Extract)
My Account
10.1 Subscription
10.2 Profiles
10.2.a. Company Profiles
10.2.b. Manager Profiles
10.2.c Technician Profiles
10.2.d. Sales Rep Profiles
10.3 Notifications
10.4 Associate User
10.5 Executive Login for Service/Sales Users
10.6 Settings
10.6.a Dashboard Access (Req Auto Extract)
10.6.b Financial Mapping (Req Auto Extract)
10.6.c Master Tech List
10.6.d Sales Setting
10.6.e Tech Performance Weighing (Req Auto Extract)
10.6.f User Access
10.6.g Data Integration Download (Req Auto Extract)
10.6.h API (Req Auto Extract)
10.7 User Guide
10.8 Logout
Service Reports
11.2 Running Service Reports From EAutomate
11.3 Input Service Data
11.4 Reporting
11.4.a Productivity Report (Req Auto Extract)
11.4.b Service Performance Report
11.4.c Territory Comparison Report
11.4.d MIF Reports
11.4.e Territory Reports
11.4.f Opportunity Reports
11.4.g Time Log Managment (Req Pivot App)
11.4.h Tech Premature Part Replacement Report (Req Auto Extract)
11.4.i Tech Expectation Report Summary (Req Auto Extract)
11.4.j Tech Performance Rating (Req Auto Extract)
Company Tools
11.5 CPC Module (Req Auto Extract)
11.6 Call Quality Audit
11.7 Communications Log
Sales
How to Effectively Use PIVOT Sales
Create Sales Territories Video
Sales Data Import & Sales Settings
12.0 Sales Territory Data Extraction (Manual Process)
12.1 Sales ERP/CRM File Merge
12.2 Address Verification - Sales Address Geocoding
12.3 Import Sales Territory Data - Manual Process
12.3a Auto Import Sales Territory Data - (Auto Extraction Req.)
12.4 Sales Settings
12.5 Sales Territory Account Definitions
12.6 Mapping Views - Populate By Segment
12.7 Mapping Views - Populate By Manufacturer & Model
12.8 Mapping Views- Assign By Equipment ID, Serial #, or Cust. Name
12.9 Data Set Selection & Postal Code Overlay
12.10 Equipment Randomization
12.11 Sales Territory Mapping - Creating & Deleting Territory / Assigning Sales ID
12.12 Editing Territory / Sales ID
12.13 Deleting Territories
12.14 Data Set Selection
12.15 Territory Mapping - Territory Data Overview
12.16 Selecting Sales Territories and Exporting Data to E-Automate
Market Share & Quotas
13.1 Market Share Data Input
13.2 Sales Rep Quota Report
13.2
Expectations & Data Collection
14.0 Input Sales Data
14.1 Sales Performance Expectations
14.2 View Sales Rep Daily Activity
Sales Reports
15.0 MIF Reports
15.1 Market Share and Staffing Report
15.2 Sales Performance Report
15.3 Territory Comparison Report
15.4 Territory Report
Company Tools
16.0 Communications Log
16.1 MPS Brown Bag Survey
16.2 Business Valuation Calculator
16.3 Validate Territory Assignments
Collaborate
17.0 Collaborate
Support Center
<NEW KEYWORD> 2
Call Quality Audit Section
contract
Data Import
e-Views
Eview
Geocode
Import
Mapping
Mif Report
MyViews
Opportunity Report
performance
populate by device
Productivity Reports
Profiles
Company Profiles
Manager Profiles
Sales Rep Profiles
Tech Profiles
Technician Profiles
Verify Email
Territory Comparison
Territory Export
Time Log
View
<NEW KEYWORD>
<NEW KEYWORD> 1
<NEW KEYWORD>
Search
Search
Search
Search
Sales
Create Sales Territories Video
Previous page
Next page
To properly display this page you need a browser with JavaScript support.
Create Sales Territories Video
Select View & Territory Mgmt.
Pros Elite Group, 2019
