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 the commercial simulator that allows users to add additional items to their main offers. These "extras" may include additional services, complementary products, customization options, or any other added value that the company wishes to offer its customers. This functionality is key to differentiating ourselves in the market and offering more complete solutions adapted to the needs of each client. Through this tab we can add as many extras as we wish to offer to our end clients.
Where can I find this option? → Settings → Commercial simulator → Extras
Remember that this tab will only be visible if you have permissions activated: commercial simulator and if you have contracted the commercial simulator moduleCreation of extras from the commercial simulator
In order to create a new extra we must click on the "add extras" option and fill in the fields requested:
Name: We must enter the name that we will give to the extra that we are creating.
Type of opportunity: We choose the type of opportunity in which that extra will appear.
Category: We choose the category to which that extra belongs. Here the list of categories that we have created on the platform will be shown.
Product: We must choose the product to which that extra refers.
Description: We will place a brief description to explain what this extra refers to.
Finally we click on save and we have created a new extra.
We have the option to enable this extra so that it appears selected by default or not, by turning on the button that appears to the left of the extra.
In this way, when the salesperson is creating an offer, he will already have the extra that we want added, although he always has the option of removing it manually.
View of the extras in the commercial simulator
Once we have created the desired extra or extras, these will be available on the results page in the process of generating our offer through the commercial simulator, at this time the salesperson will be able to enable or disable the extras that they wish to add to that specific offer. .
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