Hi team - I have a couple of queries below in relation to how Influencers are created and deleted across divisions in SalesLink. The main issue we are facing is that all divisions are automatically selected when influencers are created, but when influencers are deleted there is no prompt to delete from all divisions so we are ending up with heaps of " deleted" influencers still being replicated across other divisions. Noting that WesTrac does not manage influencers in DBS - we manage them directly in SalesLink with no Gatekeeper.
1 - When creating an influencer it currently defaults to all divisions being selected - this means the influencer will be replicated across all divisions. Is it possible to just have this configured so that only the users default Division is ticked? Or could we configure it to just be 1 division selected ; ie General
2 - When deleting influencers there is no option to delete from other divisions meaning the user assumes the influencer is completely deleted from the system- however it only deletes that influencer from that division leaving it in others. Is there a way that when an influencer is deleted there is a prompt or a way to delete it from all divisions?
Daniel Matthews
Currently, when adding a new influencer on a customer page, the default divisions ticked will match the division selected for that customer -- so if you have only division G selected in the customer when creating an influencer, the influencer will only have division G ticked.
Given this, it seems like the only remaining aspect to this idea would be the option to delete an influencer across all divisions.
What are your thoughts on that?