A sales series is an FCM-defined grouping of accounts. For example, an FCM may have offices in New York, Boston, Boca Raton, Chicago, and San Francisco. Each of those offices could be a sales series.
All customers must be assigned to a sales series. See CAST Set Up Workflow
You can also view, modify, remove, and restore sales series.
To add a sales series
1. Go to Sales Series > New Sales Series.
Sales Series Information
2. Select the FCM to which the sales series belongs.
3. Enter an ID for the sales series in the Number field. You can use both numbers and letters to create up to a 16-character ID.
4. Optionally, type the office name.
Contact Name
5. Type the name of the contact for this sales series.
Address
6. Type the address for the sales series contact.
Contact Information.
7. Type the phone, fax, and email address for the contact.
8. Click Save.
Permissions associated with this page
CAST Users > CAST Permissions > Account Management > Sales Series > Create Sales Series
CAST Info and Removed Info pages and their permissions