Commercial Simulator - Dynamic Fields
In this article we will explain how to configure the dynamic fields for the commercial simulator and, once configured, how they can be seen on the platform and more specifically within the opportunity, the data that we have filled in these fields.
Through this tab we can add dynamic client or opportunity fields that we have previously created on the platform to our commercial simulator.
Previous concepts:
Where can I find this option? → Settings → Commercial Simulator → Dynamic Fields
Remember that this tab will only be visible if you have the following permissions enabled: commercial simulator and if you have contracted the commercial simulator module. In addition To be able to see the information filled in each dynamic field, you must have the privileges activated for the corresponding opportunity type, status, and sub-statuses . Setting up dynamic fields in the commercial simulator
We can add different dynamic fields for each type of opportunity we have, to do this we must click on the " add dynamic field " button, choose the type of opportunity, then we must choose if it is a client or opportunity dynamic field that we want to add, Depending on which option we choose, we will see below the dynamic fields that we have available to select. These will be the ones that are created as a dynamic client or opportunity field on the platform in the "dynamic fields" section.
View of dynamic fields from the simulator
The dynamic fields that we select in the commercial simulator will appear on the customer registration page, at the end of the entire process, to be filled out by the salesperson.
To later review this information that we have filled in, we must access the platform and enter the opportunity (if we have created dynamic opportunity fields) or the client (if we have created dynamic client fields), and in the "Fields to fill in" section we will find the data we have placed.
Related Articles
Dynamic Field Configuration - Key Aspects and Types
In this article, we will look at how to properly configure dynamic fields in our system, covering essential aspects for their activation and efficient use. We will also look at the different types of dynamic fields that exist and how they are ...What are dynamic fields and what are they used for?
In this article we will see an introduction to dynamic fields and we will discover their usefulness in the platform and their importance when managing customer information. Where can I find this option? → Left side menu → Settings → Dynamic fields ...Dynamic Fields Configuration - Groups
In this article, we'll explore what dynamic field groups are and walk you through the process of creating a group step by step. Previous concepts: What are dynamic fields and what are they for? Where can I find this option? → Left side menu → ...What is the commercial simulator?
The commercial simulator is a tool designed and aimed at the sales team to capture leads quickly and easily in just a few steps. With this tool, your agents will be able to go door to door generating on-site offers with the potential client, so they ...Commercial Simulator - Extras
In this article we will explain the functionality of the "extras" tab that we have in the commercial simulator, we will see how to create a new extra and the options to configure them that the system provides us. The "Extras" tab is a section within ...