The basis of an incentives plan is a comprehensive, updated, engaged list of Representatives. Before defining any commission, you must first create and/or import, and confirm the involved workforce.
You can create a new Representatives list or import it from an external source and define the managerial hierarchy. The organization Representatives’ page provides detailed information on the workforce and their commission.
Before building that list, you must familiarize with the wealth of data available on the Representatives performance.
This section enables:
Getting to the Organization module
Setting the Organization hierarchy
Viewing the Representatives attributes
Adding Predefined Attributes to a Representative
Adding and Defining New Attributes to a Representative
Deleting an Attribute from a Representative
Displaying the Representatives List as an Organizational Chart
Displaying a Representative Attributes in Business Card Format
Viewing a Representative Several Attributes
Updating/Changing a Representative’s Attribute
Viewing a Representative Incentives in Detail
Viewing/Adding/Retrieving an Incentives Plan in the Representatives Page