What are Glamox Online Features
These features are module-based, meaning they can be activated or deactivated for different users. The following features are available:
Sites & Objects
The Sites and Objects views are designed to provide an overview of the connected sites or objects associated with your account. A site will be visable when a client has an order and a quote connected to the site.
The Sites module is available for PBS accounts, while the Objects module is available for MOW accounts.
Projects
The Projects module allows users to create projects, which automatically generate an opportunity in Salesforce. Users can request quotes, place orders, and view the prices and availability of searched items.
Wholesaler
This module makes it possible to bill orders through wholesales.
All of the stakeholder relations marked with a Wholesaler role will be visible in myGlamox.
How to Activate Projects and Sites/Objects
1️⃣ Navigate to the Account profile
2️⃣ Click on the edit icon, and navigate to the Glamox Online Features boxes to choose preferred feature settings.
3️⃣ Choose the module(s) you want to activate for your account and click the blue “Save” button.
Salesforce Portal
