An Incentives plan in a Representatives page can be displayed, added or retrieved directly in the page. Proceed as follows:
- Click on the Representatives tab in the Organization module.
- Select the Representative data row
- Click on icon in the Plan cell and a plan selection page is shown. This page enables adding/retrieving a plan for the Representative.
- To add, select the plan from the available list in the left‑hand column then click the forward upper arrow.
- To retrieve, select the plan from the available list in the right‑hand column then click the lower upper arrow.
- The multiple arrows buttons enable to add or retrieve all plans in a single click.
- Press Save when finished or Cancel to return to previous selection.
- Click on X on right-hand top corner when finished.