The GoExpand application mirrors each unique company Seat and job title. To create or edit custom company Seats, use the navigation panel to select Administration >> Manage Seats.
The page displays a list of your company’s Seats in the order that they were created. Here, current Seats can be edited by selecting “Edit” from the Action column, or you can duplicate a Seat by selecting “Clone”.
Select the “Add New” button at the top-right of the page to create a new Seat.
- Enter the Seat name, a description of that Seat, and the status.
- For Feedback purposes, select Seat Scored In categories. If Feedback categories have not yet been created, leave it blank, this can be filled in later.
- Add Behaviors (which are the desired behaviors exhibited in that Seat, like “persistence in follow-ups” for a sales Seat) and Skills (which would be like “ability to use CRM” for a sales Seat). Select the “Examples” button to select from our curated list of top behaviors and Skills based on industry research. To filter the list begin by typing the Seat name, select the square next to the behaviors you would like to add and click “Add Selected” button to add to the Seat being created.
- Select the Seat’s Access Permissions (these grant users with this Seat differing permissions allowing them to access some or all of the features). See the Permissions Glossary for a full list.
- Select “Add New Seat” to create the Seat.
For additional support please contact your account manager.
