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Team Setup - Mileage Drive Time and Commute
Team Setup - Mileage Drive Time and Commute
Enabling Mileage on a Team
To turn on the ability fo
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Step 1 - New Team Request
When a new Team is created in Insight:Center it is blank, like a new document. In order for the Team
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Step 2 - Create Team
Step 2 - Create a Team
Responsible for step – Information Technology Tasks in step
The IT
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Step 3 - Permissions for Role
Step 3 - Permissions for Roles
Responsible for step – Information Technology Tasks in step
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Step 4 - Position Tree
Step 4 - Position Tree
Responsible for step – Account Team Tasks in step
Plan Position nam
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Step 5 - People
Step 5 - People
There are different steps for adding People to i:c based on whether they are a BD
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Step 6 - Call Form
Step 6 - Call Form
In i:c a call form is the foundation which all questions are put on to be answ
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Step 7 - Items
Step 7 - Items
Items are added to a Team to allow questions to be asked about the client’s produc
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Step 9 - Authorizations
Step 9 - Authorizations
Authorizations enable i:c to turn on and off Items and Questions on the Ca
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Step 10 - Calendar Activities
Step 10 - Calendar Activities
Calendar Activities categorize the appointments scheduled by people