The next procedure in the Commission Plan setup is assigning representatives to the Plan.
Note: You are requested to add representatives, not their upper echelon managers.
Proceed as follows:
- In the Commission Plan, click on the Members: Change (1). The “Assigned Representatives for [Name of Commission Plan]” window (2) is displayed. This screen lists the code and name (3) of the representatives in your organization. To assign a representative to the plan, proceed as follows;
- Click on the code and name of the representative (3) you want to assign.
- Click on the arrow (4) symbol to add the selected representative into the Assigned Representatives list (6).
- Click on the multiple arrow (5) symbol to assign all representatives to the Assigned Representatives list (6).
Note: Use the arrow button in the opposite direction to remove representatives from the Assigned Representatives list.
- Press Save (7) to complete the task.