1. Frequently Asked Questions for Administrators
1.1 Bill of lading related
1.1.1 For an enterprise that has purchased ProxyPass, does the upstream still need to open the partner object?
Required, the partner object is the carrier of the downstream agent in the upstream CRM, and communicates with the docking enterprise in the enterprise interconnection.
//* Reminder: If you have not opened the proxy pass, you can also use the partner object alone as a regular object to manage the relevant data information of the partner.
1.1.2 What versions does Proxy currently support?
a. At present, ProPass supports two versions: the version with tenants and the version without tenants.
b. After purchasing the tenant version, in addition to the addition of interconnection capabilities such as interconnected enterprises and Internet disks, the downstream has an independent CRM for managing its own internal business.
c. The user experience and functions of the non-tenant version of the page are weaker than those of the tenant version (for example, there is no upstream and downstream enterprise credit communication, network disk management, lead pool and public sea and other functions)
1.2 Issues related to establishing interconnection
1.2.1 How to add downstream enterprises?
a. Before adding a downstream enterprise, it is necessary to confirm whether there are any downstream tenants.
b. If you are an existing tenant, you need to add the downstream through the invitation code. The downstream enters the invitation code obtained from the upstream in [Add upstream enterprise]. After the upstream approval is passed, the downstream can see the proxy pass application.
c. If it is necessary for the manufacturer to open a downstream tenant, firstly, ensure that the manufacturer has enough agent pass application quota (if the quota is not enough, a bill of lading is required to open it), and then connect through "Add Docking Enterprise".
1.2.2 After adding the downstream enterprise, why the downstream company still cannot see the agent application?
a. Check whether the downstream docking person has been added (Note: if it is a self-managed downstream, it can only be added by the downstream).
b. Check whether the current login account is the account of the downstream docker.
c. Check that the downstream contact is assigned the role of "Agency Personnel". (Operation path: Interconnection Management - Interconnection Roles - Role Assignment)
1.2.3 Where does the data in Proxy come from? Where is it stored?
a. There are two types of data sources in Agent Express: the downstream is created in Agent Express (downstream reporting scenario), and the upstream is created in CRM and associated with partners (upstream distribution scenario).
b. The data in Proxy is stored in the upstream CRM, and it is completely independent from the downstream CRM.
1.2.4 Can the opening and closing of downstream accounts be directly managed by the upstream? (Today, users put forward a demand, hoping that our upstream can shut down the resigned personnel of downstream users) At the same time, we will add new contacts to them
Under the enterprise hosting mode, when the personnel changes, the upstream administrator can help to add/remove the docking person, and transfer the person in charge, and can also help to change the mobile phone number, etc.
Self-management can remove the contact person, but cannot add a contact person for the downstream account.
1.2.5 How to adjust and modify the downstream customer name?
a. Unified change from the upstream, Internet Management >> Internet User >> Docking Enterprise >> Edit Information, just edit the company name and abbreviation.
b. There is a downstream independent change: the downstream administrator can modify the company name in his own management background>>Internet Management>>Internet Settings>>edit the external business card of the enterprise.
1.3 Related to the agent portal
1.3.1 The proxy application has a deep entry, can it be directly placed in the first-level menu? How to implement batch initialization when there are multiple downstream enterprises
Yes, the Proxy app supports tenant-level customization and user-level customization.
a. The web end can be set in a unified manner under Admin >> App Customization Management >> Web End Main Navigation.
b. When there are multiple downstreams that need to be initialized in batches, you can create a new template enterprise and use the interconnection change set to realize it.
1.4 Related to business configuration
1.4.1 Can the duplicate check tool be used downstream?
Yes, it can be configured in a unified manner under Admin Backstage>>Internet Management>>Internet Role>>Privilege Settings.
2. Frequently asked questions
2.1 In AgentPass, we don’t want the role of “Agent Personnel” to create a new payment collection. How to set this up?
In the Internet role--find and play the role of "agent", set the authority, and remove the newly created authority of this role for payment collection
2.2 The upstream has released sales records for the customers responsible for the downstream, but the downstream cannot see why
Lack of data permissions, need to set up data sharing, or configure related team permissions
2.3 The sales follow-up record cannot be filled in on the agent side~ Is it related to the version I created? How to solve it?
When writing a sales record, it prompts that there is no available business type, and you need to assign a business type to the role under the business object
2.4 In Agent Link, I want to add the module of sales leads, but after setting it up, why can’t employees see it?
After adding the object to the agent, you need to assign the view permission of this object to the employee
2.5 This user writes that he is deactivated but not activated, but he has been in our enterprise Internet for a long time, and it is normal to communicate and send messages. What is the reason?
Internet users show deactivated. Unactivated refers to the application that cannot use Proxy. He can send messages because his account is normal in the downstream, so he can send messages in the Internet group. If he does not want employees to send messages, the group owner Just kick the employee out of the group
2.6 I can't find the data saved in the draft box by AgentPass. What's the reason?
There is a special draft box in the agent pass, which is in the upper right corner (2) of the page. The downstream enterprises use the objects that the upstream enterprise opens to the downstream in the agent pass.
When downstream companies use CRM business, they use the draft box in the personal center (1 in the upper left corner), which is the object and business of their own company, and the two do not communicate with each other.
2.7 Why are some of the users of Duoyitong self-managed after creation, and some are managed by enterprises? What is the judgment logic?
If the downstream has its own crm system and connects the upstream and downstream through the verification code, then it is self-management. If the downstream does not have crm, it is the enterprise hosting, and the downstream enterprise directly enters the upstream enterprise
2.8 Can the partner's principal be added to the data-related team through the function?
Configure the downstream agent through the crm module object that can be seen. There will be a preset partner and external person in charge field. If it can be released in the layout, you can choose a partner when creating a new one, and the partner will automatically fill in the external related team.
2.9 No template available when ProxyPass login prompts?
Because there is no applicable homepage template configured, add this person to the application scope in the application homepage in the Internet application-agent communication settings
2.10 When logging in, it prompts that there is no Internet permission. What is the reason?
Whether a downstream docking person has been added (Note: If it is a downstream that is managed independently, it can only be added by the downstream). Whether the current login account is the account of the downstream docker. Whether the role of "Agency Personnel" is assigned to the downstream interface. (Operation path: Interconnection Management - Interconnection Roles - Role Assignment)