Data Outlet Admin - 3.1 Company Lists
Company lists are important to make sure that representatives are visiting the right companies. You select the companies and transfer the companies to the company list. You can assign the list to the right user. To be able to work with Salesmapp, you need company lists for every user.
In the Admin menu you can add new company lists and assign users.
By selecting addable “No” the user will not have the option to add new addresses to his company list.
There are 3 ways to create a company lists:
3.1.1 Extended Search
You can create and update company lists via Search/Extended. You can make a query based on your criteria and as a next step add the companies to a company list.
3.1.2 Dynamic Company lists
Company lists can be automatically updated overnight. The locations that no longer meet the requirements will be deleted and companies that do meet the requirements will be added.
To make a company list dynamic, go to Admin/Options list/Company list -Salesmapp and select “Auto Fill”.
Please note that this function may not be part of your service package. If so contact your Datlinq Project Manager on how to acquire it.
After that, please make sure to assign the dynamic company list to specific users by selecting “users”.
A dynamic company list can be recognized by a grey gear icon after the name of the company list.
For more information on dynamic company lists, please check the manual “Dynamic company lists”.
3.1.3 CSV File
In Admin/Options list/Company list -Salesmapp you can also add companies by uploading a .csv file with customer numbers.
3.1.4 Individual outlet from company card
There is also a way to add an individual outlet to a company list on the company. First you need to add the screen "Assigned Company Lists" to your company overview. Then select “Add company to company list”. Select the list and click "Save".
Company list in Salesmapp
In Salesmapp, the representative can filter on the company lists assigned to him in the left menu, as shown in the screenshot below.
By selecting a company list, the companies that are in the list are shown.