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Hi

Former Member
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CRM Help

Message was edited by:

Gopala Krishna G

Message was edited by:

Gopala Krishna G

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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Hi Gopal,

You can achieve your requirement in CRM also by doing some config settings through ICM (Incentive and Commission Management). Please follow the following navigation :

<b>SPRO->CRM->Incentive and Commission Management</b>

Hope this will help you.

Reward points if it helps.

Johnny.

Former Member
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Hi Thank you very much

Message was edited by:

Gopala Krishna G

Former Member
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Hi,

I hope Your business need will be mapped with

<b>Channel Management with IC Webclient.</b>

Hope it will helps you

Reward points if it helps you.

Johnny.

Former Member
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Thank you Jhony

Answers (1)

Answers (1)

Former Member
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Hi Krishna,

So we talking about business process here. Do you mention incentive per transaction which the installation done

by third party? Then you need :

- condition type for Incentives in your pricing procedure

- date profile may also needed (depends on the information you want to capture)

- You may need to generate report periodically to produce report for this

- You may need to create Task and busines activity for assignment to your

BP Boiler Installers so you can track the finish has done by installer.

Tell me if this is what you looking..

Gun

Former Member
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Hi Hasim

Thank you very much

Message was edited by:

Gopala Krishna G