SFA Folder

SFA Folder refers to the streamline sales processes and is used to allow sales teams to manage and track customer interactions more efficiently.

Setup SFA Folder

1. Sign in to AgentFront CRM
2. From the top menu, choose Setup
3. In the left-side panel, select System Setup
4. Under System Setup, click SFA Folder
   
   
   
   • Note: The user can also access this page by typing SFA Folder in the Enter Text to Search bar
   
   
   
   

   

5. The SFA Folder page opens with a list of existing SFA folders
6. There is an Add button above the Action Column on the right panel to add new SFA Folder
7. There are options to View (), Edit ( ) and Delete ( ) the existing SFA Folder under the Action column
   • Note: If there are cases in the SFA Folder, the Delete button will not be available for that SFA Folder and it cannot be deleted
8. Also, users can Rearrange () SFA Folder according to their requirements

   

Add New SFA Folder

1. Click the Add button to add new SFA Folder

   

2. The Add SFA Folder window will open, allowing the user to enter the required details to create a new SFA Folder
   • Initial SFA Folder: Select this checkbox to keep the SFA Folder at the top of the folder list
   • Add Folder After: The user can choose an existing SFA Folder from the drop-down menu, and the new SFA Folder will be added immediately after the selected folder, allowing it to be placed in the desired order
   • Name: Enter the clear, descriptive name. This is what users will see under the Cases tab
   • Select Folder Color: Choose a color for the SFA Folder to help visually distinguish it from others
   • Description: Optional explanation of the SFA Folder’s description
3. Click Save button. The SFA Folder is now listed and ready to use

   

View SFA Folder

1. Click View () icon from the Action Column for the SFA Folder you want to view details of SFA Folder, new page will open with all details of SFA Folder

   

View SFA Folder in Cases tab

1. Navigate to the Cases tab from the top menu
2. From the left-side panel, click SFA Folder to view the available SFA Folders along with the number cases in each SFA Folder

   

Update SFA Folder

1. To update the existing SFA Folder from the available list, Click on Edit () icon from Action Column for the SFA Folder you want to edit/change

   

2. Clicking Edit ( ) icon will open the selected SFA Folder in edit mode with title Edit SFA Folder.
   Update the required details and click Save

   

Delete SFA Folder

1. To delete the existing SFA Folder from the available list, click on Delete () icon from the Action Column for the SFA Folder you want to deleteNote: Delete option will not be available for a SFA Folder if there are cases in it.To delete a SFA Folder that does not have a Delete button, the user must move all cases from that SFA Folder to another SFA Folder. Once the SFA Folder has no cases, the Delete button will appear, allowing the user to delete the SFA Folder

   

2. It will ask for confirmation popup, click on Deleted button to delete SFA Folder otherwise click on Close button

   

Re-Arrange SFA Folder

1. SFA Folders can be rearranged () to set their priority in the search results
2. Hover over the Re-arrange () icon at the beginning of a SFA Folder
3. Click and drag the Re-arrange () icon to move up or down the SFA Folder to the desired position, then drop it to save the new order