Create Hierarchy Settings

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Create Hierarchy Settings

Welcome to the user guide for the Create Hierarchy Settings in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Create Hierarchy Settings

Step 1: Go to Settings menu

Step 2: At Hierarchymenu -> click Addbutton

Step 3. Select Sales Person, Coordinator, enter Percent enjoyed

Click Save to save changes

Click Close to cancel the new addition and close the Add Hierarchy popup.

Meaning of fields

  • Sales Person: data are taken from the menu Setup -> Staffs. Only take active employees. Sales Person is the lower-level Coordinator.
  • Coordinator: data is taken from the menu Setup -> Staffs. Only take active employees.
  • Percent enjoyed (% enjoyed): % of the commission that the Coordinator will receive

Sales Person: data are taken from the menu Setup -> Staffs. Only take active employees. Sales Person is the lower-level Coordinator.

Coordinator: data is taken from the menu Setup -> Staffs. Only take active employees.

Percent enjoyed (% enjoyed): % of the commission that the Coordinator will receive

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