Commissions Setup
The step-by-step guide to setup your commissions in RPM.
Manually adding an account allows you to create an account you can link to processes and commissions. Allowing you to track opportunities and orders before ...
Mon, 19 Sep, 2022 at 2:39 PM
The account merge allows one account to be merged into another one. This results in one account that has the combined history of both accounts. This feat...
Fri, 29 Oct, 2021 at 10:20 AM
Assignment codes are used to assign commission items to reps in RPM when direct rep assignments are not a suitable way to assign accounts in RPM for a speci...
Thu, 24 Aug, 2023 at 11:06 AM
Top menu button >> Import data >> Unassigned Assignment Codes After you have done your import(s) you need to calculate in order to see the upda...
Wed, 29 Nov, 2023 at 9:13 AM
Top menu >> Reps In most cases the Assignment Code is created automatically by the importing of your commission data. Best practice is to have bo...
Mon, 17 Jun, 2019 at 4:10 PM
Top menu >> Commissions >> Assignment Codes You can create or mass (re)assign Assignment Codes using the Assignment Code import template. I...
Mon, 18 Oct, 2021 at 10:11 AM
Related Articles Assigned Reps Customer Default Rep Assigned Rep Vs Assignment Code
Fri, 13 Oct, 2023 at 10:26 AM