How To Set Up And Manage Perfect Packet

Follow the steps below to set up a new perfect packet and manage sales organization perfect packets as an EPC organization. 

Step 1: From the main menu, click “Database”.

Step 2: Open the “Additional” dropdown and select “Perfect Packet”.

Step 3: You can see your perfect packet list here. To add a new perfect packet, click “+ Add”.

Step 4: Input the perfect packet details, then click “Save”. 

Step 5: Click on the pencil icon to edit a perfect packet, or the trash can icon to delete a perfect packet. 

EPC To Sales Perfect Packet Management

Interconnected EPC and sales organizations have the unique ability to manage which perfect packet items show up in which sales organization. Follow the steps below to use this feature.

Step 1: From the EPC account, go to the “Perfect Packet” tab. Click the pencil icon to edit perfect packet details.

Step 2: Click “Edit”.

Step 3: Open the “Sales Organizations” dropdown and select which organizations should reflect this perfect packet. If you choose not to select any sales organizations, the perfect packet will apply to all connected sales organizations by default. When selected, click “Update”.