Defining Labels

1. Using the Administration personaA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Labels from the Feature Configuration menu. Or; using the Sales Reporting persona, select Labels from the Configuration menu. Or, select in the universal menu, and then select Label List under Labels.

2. On the appropriate tab of the LabelA label is like a tag, a convenient way for you to mark records so that you can easily find and work with them later. Most labels are tagged to key connections. For instance, you could create a label called "Top Reps," and then assign this label to the top-producing reps with which you work. Since you can search for connections with a particular label assigned to them, you can easily retrieve the list of reps who have been assigned this label. However, you can also define transaction account labels that may be systematically applied to the transactions and assets imported to SalesConnect, so that it's easy to find and work with those transactions and assets later. List page, select Add. Each label may be: Private, for your use only; Public, available for all operators, but usually maintained only by administrators; or Shared, available for use by a specific group.

   The tabs of the Label List page may be used to change or delete labels when necessary:

   • To change a label: Select the link for it, change values on the displayed Edit Label page, and then select Save.
   • To delete one or more labels: Select the checkboxes for the labels you want, and then select Delete. Deleting label definitions in this way also "untags" the labels from any currently tagged connectionsConnections are entities; they're the different types of companies and individuals you may need to track. SalesConnect is set up to display information about the types of connections you care about, based on the roles to which you are assigned..

3. Complete the displayed Add Label page to define the label.

   Tips

   • The Description field is what operators see when tagging a label to a connection.
   • Applies To determines the types of connections this label may be tagged to

   • You can use Access to set who can use the label. Private is for your use only. Public is for use by all. (This option isn't always available.) Shared is for a specific group represented by a security ruleSecurity rules are used to control access to specific tools, controls, pages and other features in SalesConnect. Each security rule includes roles and/or operators who will have access to the items secured by that rule., so you'll have to select one. If you select Shared, is shown next to the field, and you can use it to show a popup you can use to select (or add and then select) the rule you want. Once selected, the name of the rule is shown in the field. See Manage your security rules for more detailed steps.

4. Select Save. The label can now be tagged to appropriate connections.