Scripts ensure a consistent sales process and that employees cover all key points in your sales process. The purpose of this guide is to explain how to remove a script card from availability in the system.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into the Web Client as an Administrator to archive a script card.
Access
- (A) Settings icon - Click to access all your available administrative settings.
- (B) Script Card Designer - Click to see a list of all your script cards and the option to remove them from the system. Note: This will open to active script cards by default.
- (C) Search - If the list of script cards requires a lot of scrolling and you know the name, enter it here. The list will dynamically update as you type.
Archive a Script Card - Note: You cannot archive a script card if it is currently assigned to a location or is listed as the default.
- Select the Card to Archive - Once you’ve located the script card(s) you wish to archive, click this (D) checkbox to select it. Note: You are able to select and archive multiple cards at once.
- (E) Archive - Once 1 or more cards are selected, this icon becomes enabled. Click to remove the selected cards from the Active list and make them unavailable for use within the system. Note: Archived script cards can be returned back to Active by clicking (F) Archived and completing steps (D) & (E). When Activating a script card, (E) Archive will read Unarchive.
