To assign a sales rep and configure commission details, follow these steps:
-
-
Access the Client Profile
- Navigate to the "Companies" page.
- Click on "Clients" to view the list of clients.
- Select the desired client from the list to open their profile.
-
Add a Sales Executive
- Within the client's profile, go to the "Client Roles" section.
- Click the "Add" button to assign a new role.
- From the role options, select "Sales Executive."
- Then locate and select the desired user from the User drop down menu.
- Finally, add the desired commission percentage, which will be the percentage of all fees collected for the client over a period of time.
-
Please note, the system will begin calculating commission from the date the Sales Executive assignment is added to the client.