https://wiki.barscloud.com/index.php?action=history&feed=atom&title=Incremental_Sales_ProfilesIncremental Sales Profiles - Revision history2026-04-13T06:41:31ZRevision history for this page on the wikiMediaWiki 1.39.0https://wiki.barscloud.com/index.php?title=Incremental_Sales_Profiles&diff=143&oldid=prevAngela: 1 revision imported2024-09-18T11:39:20Z<p>1 revision imported</p>
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</td></tr></table>Angelahttps://wiki.barscloud.com/index.php?title=Incremental_Sales_Profiles&diff=142&oldid=prevBL>Angela at 12:22, 17 September 20242024-09-17T12:22:04Z<p></p>
<p><b>New page</b></p><div>'''Location'''<br />
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MARKETING<br />
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'''Purpose'''<br />
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The Incremental Sales Script module gives users the ability to help counter agents to up-sell renters with additional charges. <br />
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Incremental sales profiles are attached to various records, such as local companies or sources of business. When the counter agent chooses one of these records, they are shown a pop-up window with a sales script that they can read to the renter. <br />
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The profiles specify which additional charges can be sold to the renter, and these charges can be automatically applied to the contract.<br />
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'''Fields'''<br />
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Profile - Enter a name for this profile for which you will define a set of applicable charges for a particular selection.<br />
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Location - The location to which this profile applies. If all locations are desired, leave this field blank.<br />
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Link Type - Use the drop-down arrow to select Company, Rate Code, Source Code or Privilege Code.<br />
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Link Value - The specific record name (XYZ Co., Regular rate, etc.) Use the binocular button to look up a specific record. When the type is set to Privilege Code, the binocular button is disabled. In this instance the Privilege Code values must be manually entered by the user.<br />
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Inactive - Check this box if you do not wish the profile to be in use at the present time. If you don't think you will ever use it again, even as a sample profile, delete it.<br />
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Profile Script - Enter the script for the rental agent to see once the profile is invoked.<br />
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''Charges''<br />
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Kind - Use the drop-down arrow to select Coverages, Misc. Charges, Misc. Fees, Taxes.<br />
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Show in Profile - Click this box if you wish this Charge to be shown in the Profile.<br />
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CSR Script - Enter the script for the rental agent to see when the charge is displayed.<br />
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Charges - All of the existing active charges will appear in this browser, once the kind is selected. Check all those which are Applicable, and all those which should be Auto-Applied.<br />
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[[Category:Bluebird]]</div>BL>Angela