System controls are called variables in WorkBook and impact the behaviour of your system. They are setup as part of your WorkBook implementation and are based on your agency’s business process. Company and system variables are found in the settings module and are controlled by a system administrator.
Here we take a look at some of the key variables that change the way behavethe CRM module behaves.
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We do not encourage you to change any variables without consultation with your WorkBook implementation consultant. |
SCENARIO:
WHICH VARIABLES WILL IMPACT THIS:
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https://help.workbook.net/knowledgebase/setting-pipeline-html/
There are different system variables that you need to consider when setting up pipeline management.
679 – Lead to opportunity break percentage. When a lead becomes an opportunity.
803 – Default setting. If active the system will create a new pipeline when creating a prospect
902 – When enabled, lost description on a pipeline is required
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SYSTEM VARIABLE | IMPACT | FUNCTIONALITY |
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679 | Pipeline Management: Lead to Opportunity Break Percentage | This variable allows agencies to set an automation on a pipeline status by setting a probability percentage that triggers the switch from Lead to Opportunity. |
803 | Pipeline Management: Create a Pipeline when creating a new Prospect | System variable 803 is used by agencies who wish to automatically create a pipeline when a new prospect is created. |
902 | Pipeline Management: Lost Description on a Pipeline | When selected, system variable 902 requires users to enter a description or reason when setting a pipeline as “lost”. This is useful for gathering data on lost opportunities. |
962 | Pipeline Management: How Pipeline is Allocated to a Forecast | This system variable controls how pipelines are allocated to a forecast. When checked, it enables payment plans on pipelines, which |
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will replace the default pipeline forecast allocation of even distribution across |
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982 – Option to add a follow-up activity after x days
1038 – Options for automatically creating tasks when creating prospect or pipeline
1039 – When enabled, pipeline hours will be moved to job when converting
1050 – Option for 12 month summary forecast calculation
1105 – Input the job number to receive time entries made against pipelines
1106 – When enabled, all time entries move to job when converting from pipeline
A note on the above variables 679 & 962 are reference in an article on pipeline imports -so we shoudl include them here.
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NUMBER
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OPTIONS
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FUNCTIONALITY
Company Variable
System Variable
System Variable
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the months of the pipeline. | ||
982 | Activity Management: Automated Follow Up | System variable 982 allows you to set the number of days for an automated follow-up prompt to be sent on a CRM activity. |
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1050 | Forecast Calculation Method: 12 Month Summary Forecast | This variable is applicable only to the 12 Month Summary Forecast. Here you can choose the method for the forecast calculation.
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