Let's explore how you can approve a new compensation plan. Before you move on, make sure that you have all the required permissions to perform this task.
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Good to know: Some of our screens may look different as, for the purposes of this tutorial, we are in a demo environment. This should not deter you from understanding how the system works. |
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Approving a New Plan Whether you approve/ reject a plan, you can add a comment or a reason, then click Submit. After this step, the system will display a confirmation message and the status will shift from submitted to Approved in the workflow.   infoGood to know: Once the approval process has been completed, no changes are further allowed. |
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Finding Information on Sales CompensationThe sales compensation information will be displayed in the Quoting capability ➡️ Quotes. Here Sellers can see how far or close they are to reach their targets and get the incentives result values. You can find this information in the calculation section on the right side of the products quote. |
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