Normally, customers should be activated in the background automatically (see section Scheduled Job). Especially in the beginning, customers can be activated manually. Both processes are controlled by following settings, determining which objects are customers and need to be activated for portatour® sales-route-planning.
Customer activation
- Customer activation overview
- Automatic and manual customer activation
- Activatable Objects
- Optional Filter for mass activation
- Optional Initialization of 'Last Customer Call' Field
- Automatically initialize Customer Call Settings
- Call Settings Permissions
- Single- / Multiple salesreps per customer Mode
- Lead Conversion
- Mass Operations