The Services feature enables you to track services you provide to your constituents. You can configure the service type, service time unit and service provider level making this feature configurable to your organization’s individual needs. Enter all service requests made by your constituents and log each visit made.
- From the main Salsa CRM menu choose Manage, Service and then Service Configuration. The Service Configuration screen opens, listing items for Service Type, Service Time Unit, and Service Provider Level.
- Select the Add
- Enter the desired item and then select the OK
- To edit an existing item, select the item from the list, choose the Edit button, make your change and select the OK
- To delete an existing item, select the item from the list, choose the Delete A warning opens. Choose OK to confirm the delete. Another box opens informing you from how many records that item has been removed. Select OK.