Sales Center is a powerful tool to help agencies grow their business by streamlining the sales pipeline. Before using Sales Center, a Sales Center Admin should check the available settings to customize them to fit their agency's needs. In this article, we will cover how to find the different Sales Center settings and explain what they do.


TABLE OF CONTENTS


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How to access


To access the Sales Center settings for your agency, you must be a Sales Center Admin. To check if you have Admin permissions, hover over the Sales Center icon. If you do not see the Settings option, you do not have Admin permissions and will need to work with your Agency Admin to change Sales Center Settings. If you do see the Settings option, you have Admin permissions and can select it to be taken to the Sales Center Settings page.


General Settings


On the Sales Center Settings page, you will land on the General Settings tab. Under the General Settings tab, you will find the settings for New Opportunity Assignment, Opportunity Automation, and User Settings.





New Opportunity Assignment

When a new opportunity is created in Sales Center, if the customer's account has an Assigned Producer, the Assigned Producer will be assigned the new opportunity. If the account does not have an Assigned Producer, the system will need to know who to assign the new opportunity to. 


You can handle the new opportunity assignment in multiple ways which allows you to decide what works best for your agency.


If you have a single person working the sales pipeline, you can use the Default Producer drop-down to select that person as the one who should be assigned any new opportunities. 



If you have multiple people working the sales pipeline, then you have two options. 


Sales Center Admins are the only ones who can reassign opportunities, so you'll want to set the Default Producer drop-down to a Sales Center Admin so they can reassign the opportunity to the person who should work it. 


Alternatively, you can use the Automation Center to create a round robin workflow! This will save you from having to do manual work and help make the assignments as even as possible. Check out our How to Setup a Round Robin for New Sales Center Opportunities article to learn more. If you decide to use the round robin option, make sure to leave the Default Producer drop-down set to None.



Regardless of which option you decide to go with, any user that is assigned an opportunity will get a notification. Check out the Producer Notifications section of this article to learn more. 



Opportunity Automation

Sales Center as the ability to automatically create or close opportunities based on certain events that happen in the system. A Sales Center Admin can decide which of these automations to enable for their agency by simply checking the box next to the option they would like to enable. If you would not like the automation enabled, leave the box unchecked. Check out the table below for the current opportunity automations and what they do.


Opportunity AutomationDefinition
Create New OpportunitiesA new opportunity will automatically be created for every new account added to EZLynx.
Create New Opportunities During QuotingAn opportunity will automatically be created when an auto or home quote is completed for an account where those lines of business do not already exist.
Link Policies to OpportunitiesAn opportunity will automatically be moved to the "won" status when a policy download come in or a new policy is manually entered.




User Settings

Under the User Settings section, you'll have a few options that will change the default permissions for basic Sales Center users. Simply check the box next to the options you would like to enable. Check out the table below on the options currently available and their definitions. 


User SettingsDefinition
User ViewsAll users will have access to see all Opportunities despite assignment.
Delete Prospect ListsAvailable only if you have prospecting; non-admin users will have the ability to delete Prospect lists in Prospecting.


Did you know? - Sales Center Admins can always view all opportunities regardless of who they are assigned to.





Before moving on to any other section of the Sales Center Settings, make sure to scroll to the bottom of the page and select the Save button to save your preferences.


Producer Notifications


On the Producer Notifications tab, you will find the list of the users that have access to Sales Center and how their Sales Center notifications are setup. When a Sales Center user is assigned an opportunity, they can receive a notification(s) depending on how they are setup. 




To customize what type of notification a user will get simply check the box under the type you want the user to receive. To bulk check boxes, select the Select All option and then choose the type of notification you would like everyone on the list to have selected. Check out the table below on the current notification options and their definitions. 


Notification OptionDefinition
EmailAn email will be sent to the user using the email address in their User Settings.
TextA text will be sent to the user using the phone number in their User Settings.
EZLynx NotificationA notification will pop-up in EZLynx in the bottom right-hand side.
Unassigned OpportunityIf this option is checked then a user will get a notification if an opportunity is created but not assigned to a user. The type of notification will depend on the options above.




To ensure notifications are received, each user should review their contact information in EZLynx. To do this, check out our EZLynx Basics - User Settings article.


Before moving on to any other section of the Sales Center Settings, make sure to select the Save button to save your preferences.



We hope this training article was helpful in setting up your Sales Center product. Please let us know if this article was helpful by answering the question below. Check out our related training articles on the right-side to learn more about how to master EZLynx!