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.
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
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