Adding Predefined Attributes to a Representative

You can add pre-defined attributes to a Representative. This feature enables a uniform definition of a Representative.

Proceed as follows:

  1. Click on the attributes icon  in the Employees. The Configure Representatives selection box is displayed. This screen enables defining attributes for all Representatives
  2. Click on the Predefined Settings button for common, preset attributes. 

  3. Click  on the selection box for every attribute that you want to display (in the example below - Currency, On Target Bonus (OTB), Salary, Salary per Hour).


  4. In case of Currency, you are requested to define all currencies present in the incentives plans. Click on the currency  button. The Choose currency selection box is shown.

  5. Click on the box to display the drop-down selection of available currencies.
  6. Click on a currency to add it to the box. Click repeatedly on the box to then on the currency to add it to the list.

  7. Press OK to complete the currency selection.
  8. Press OK to complete the pre-defined attributes selection.
Was this article helpful?
0 out of 0 found this helpful


Joopy to grow your sales

Your first step to even better results.