This guide explains the administrative settings available in Storable CRM and provides links for more in-depth information. While all settings are visible, some may not be applicable to your account depending in the modules/services you subscribe to.
Only users set as Administrators in your account can access all account Settings. Area/Districts Managers assigned the user role of Manager will only be able to access User settings.
Access
To access Settings, click this icon, found in the upper right-hand corner, on any page within Storable CRM.
General
Locations - View, add or remove locations, and configure all location specific settings.
Call Routes - View, create, and edit call routes. Location call route assignment is also managed here.
Variables - Manage/create custom variables. These variables can be used in scripts, campaign templates and call routes to populate values specific to a location.
Phone Numbers - Manage tracking numbers. View all current tracking lines, edit tracking line configuration or acquire new tracking lines.
Script Card Designer - Build, edit and assign cards/scripts that appear when creating new Leads or completing follow-ups.
Preset Notes - Manage and enable/disable the use of Quick Response Notes. Preset notes allow users to quickly select/add pre-populated, frequently used notes in a Customer or Lead card
TXT Opt Out - Manage text settings such as text consent and unsubscribe.
'Other' Disposition Reasons - Manage detailed options available for selection when a call is dispositioned as “Other”. This is for non-Lead and non-Customer calls.
Workflows - Create, edit and assign follow-up & collection workflows. These workflows drive communication events (emails, texts & calls) for Leads & Customers.
Workflow Message Templates - Manage the email and text templates/messages that are used in workflows. Create, edit or remove templates.
Inventory - Provides the ability to add unit types, units and specials for non-integrated locations.
Leads
These settings are only applicable to clients subscribed to CRM.
(M) Lead Types - Manage Lead Types and assign unique workflows specific to a Lead Type. Here you have the ability to create new Lead Types specific to Leads created in Storable CRM.
(N) Follow Up Delay Reasons - Create, edit, or remove reasons a user can select from when choosing to delay a scheduled follow-up event.
(O) Cancellation Reasons - Create, edit, or delete the list of reasons available for users to choose from when cancelling a Lead.
(P) Competitors - When cancelling a Lead, the user may need to indicate if they rented from a competitor. Click here to create a list of competitors and assign them to locations.
(Q) Rate Adjustment - Edit users' ability to adjust unit rates. Restrictions can be unique to different user roles.
Marketing
(R) Ads - Manage marketing sources/ad names. Create, edit or archive ad names.
(S) Ad Types - Manage Ad Types that are selected when creating ads. Add, edit or archive.
Evaluation
These settings are only applicable to clients subscribed to Performance Manager.
(T) Gradesheets - Manage grade sheets which set the criteria used for grading and evaluating calls.
(U) Evaluation Engine (previously referred to as Evaluation Rules) - Set rules for calls to be automatically selected for self or peer grading.
Contact Connect (Contact Center)
(V) Contact Center Configuration - Basic Contact Center settings. Includes Call Queue management (unique Agent groups and Agent assignment) and Inactive Reasons Agents select when unavailable.
(W) Agent SIP Connections - Set-up SIP address/extensions for Agents to select if connecting to Contact Center via a VoIP phone.
Security
(X) Users - Access and manage system users. Add, edit or archive users.