CRM > System Controls
- Nicky Harvey
- Kye Hush
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 the CRM module behaves.
We do not encourage you to change any variables without consultation with your WorkBook implementation consultant.
SYSTEM VARIABLE | IMPACT | FUNCTIONALITY |
|---|---|---|
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 will replace the default pipeline forecast allocation of even distribution across 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. |
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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