Company Profile
The Company Profile page is accessible to Admins and Sales Managers.
SupplyMover now includes a Company Profile feature found in Settings main menu --> Company Profile in the sub-navigation menu. Company Profile configuration allows Admins and Sales Managers to designate the system features that are visible related to Client, Item, AI, and Chat. Company Branding and Customer Support can also be configured here as well.
The Company Profile page can be customized based upon business needs but may include some of the following configuration options.
You can toggle the following features as Enabled or Disabled unless otherwise noted:
- Client Map – when enabled, users will be able to view leads and customers on a Map and navigate/explore other potential sales opportunities
- Client Visits – when enabled, users will be able to Log Visits with leads and customers
- Allow Customer Creation – when enabled, users will be able to create customers in the system
- Allow Lead Creation – when enabled, users will be able to create leads in the system
- Manage Client Licenses – when enabled, you can designate if only Managers have permission or both Managers and Sales Reps. If disabled, Client Licenses will not be able to be managed.
- Create Item Feature
- Images – when enabled, users can upload item images to the system
- Manage Item Images – when enabled, you can designate if only Managers have permission or both Managers and Sales Reps. If disabled, Item Images will not be able to be managed.
- Item Price Decimal Precision (number entry) – Allows users to set and see prices with additional decimal places to match client business needs
- AI Feature – when enabled, users will have access to designated AI features in the system
- Prompt Searching – when enabled, a Prompt Search feature (stars icon button) will be displayed before the keyword search field on the Clients main page. Selecting the stars button will produce a large AI search bar where users can type a question or command. The AI Prompt Searching feature is a powerful tool to quickly drill down customers or leads with attributes that may fall outside of SupplyMover’s general filters.
- Chat Feature – when enabled, users will have access to the Messages/Chat feature by selecting the bubbles icon to the left of the Mover Panel. Please see the Messages KB here for more information.
Designate your Company Name and upload an Image. Recommended images should be at least 512x512 pixel resolution.
Designate your organization’s Business Hours and Contact Information in the respective textboxes.
Make sure to select the Save button in the top-right of the display to finish.
Updated 5 days ago