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  1. ZiftPRMAdmin
  2. How To
  3. Configure

Configure

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Access to the configuration utilities of Zift PRM. These settings should only be changed on the advice of your Zift PRM Customer Success Team.

  • Promotion Rights
  • Manage Event Groups
  • Data Matching Rules

Social

  • Social Applications

Incentives

  • Transaction Types

Marketing

  • Edit Budget Period Types
  • Edit Budgets
  • Edit Budget Period

Administration

  • Set Password Reset Time Period

Communication

  • Comm Detail Reason
  • Edit Comm Detail Type

Training

  • Edit Certification Types
  • Edit Course Series
  • Edit User Levels
  • Edit Student Certification

Data

  • Manage Country Groups and Members
  • Edit Country Alternatives
  • Map Province to Territories
  • Comm Detail Status
  • Add Activity Type

Sales Automation

  • Add a Lead Inquiry Type
  • Lead Type
  • Lead Source
  • Lead Progress
  • Opportunity Reason
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