PS: How to Map Solicitation Types

The Hook: Use this workflow to categorize imported sales activities (solicitations), ensuring they appear correctly on Salesperson Productivity reports within ProfitPace.

Prerequisites: 

• Requires access to the ProfitPace Corporate or Site menu. 
• Solicitations must be imported from the property's sales system (e.g., Delphi, Sales Pro, CITY, Envision, STS).

The Steps:

1. Navigate to the Map Solicitation Types screen via the Corporate or Site menu.

2. Click the Options icon and filter to "New" to isolate unmapped solicitations (which default to "None").

   

3. Use the dropdown menu to select the correct Solicitation Type for each activity (e.g., Outside Calls, Site Inspections, Prospecting Calls).
4. Select "NA" for any solicitations you do not wish to track; this excludes them from the "new" or "unmapped" list.
5. (Optional) Click the gear icon in the bottom-left corner, select "Yes" from the dropdown, and click OK to view the "Last Modified" Date/Time and Username columns.

6. Click the Save icon to finalize your changes.

   

The Result Validation: 

• Success: Mapped activities populate on the Salesperson Productivity reports. 
• Success: Items marked "NA" are removed from the unmapped list.

Troubleshooting: 

• Note: If data is missing, verify the import method for your sales system. Delphi, Envision, and STS import automatically daily. 
• Note: For Sales Pro (Trace Call Detail Report) and CITY (Solicitation Activities), reports must be manually generated and emailed to the ProfitSage server at least once a period. 
• Note: Default solicitation types can be customized at the client's request.