Setting up the Packages Tab

UNDER REVIEW

The Aegis CRM Appeal module lets you create packages, which can be assigned to an entire appeal or to segments within an appeal pull.  These packages have their own cost per unit, and can also include one or more product items from the database inventory.  This system allows costs to be calculated at a per partner/solicitation level.

Packages are created and edited under the Packages tab of an appeal:

From the Packages tab, you can:

• View the available packages

• Add a new package

• Delete a package

• Copy packages from another appeal

• Add a new component

• Remove all components