Settings & Configurations Checklist

You will need to be familiar with the 4 different Viper sites you will use for your company as well as review and adjust the initial default configurations and adjust as needed for your company.
Here is the checklist:

• Viper Admin Site - (companyname)admin.viperdmc.com. Manages internal users & permissions, default settings for taxes, margins, currency, company information. Designate employees who will have admin access.
  • Single or Multiple offices
  • Edit Office Information - phone, website, logo
  • Currencies - if using multiple currencies, enter conversion rates
  • Address - enter company addres
  • General tab - default margin/markup and default client message (both can be overridden)
  • Tax Rates - enter all tax rates that you might use
  • Costing Controls tab - configure which columns you and your clients will see
  • Employees - add employee information and permissions and add images
  • Define which employees can access the admin site
  • Review Site Settings taba
  • Customizable terms such as role descriptions and program statuses.
  • Bookmark this site

• Viper Internal Site - (companyname).viperdmc.com. Contains all of your proposals and costings.
  • Destinations - add destinations and regions that make sense for your costings.
  • Review data upload for vendors, hotels and content
  • Review styling for headers and text
  • Bookmark this site

• Viper CRM Site - (companyname)crm.viperdmc.com. Used to manage your clients, client contacts and opportunities.
  • Review data upload for clients
  • Start a new lead to ensure it displays on your Viper Internal site dashboard
• Viper Client Site - (companyname)client.viperdmc.com. These are the individual web links where your clients will view their proposals. The link can be found within the client proposal tab.
  • Review branding