Using Incentives for Zoho CRM
Discrepancy and clawback management in the Incentives app
Overview Transactional discrepancies can occur in many forms in a business leading to the altering, or in some case nullification of the sale value. Let's look at two sets of scenarios to understand this phenomenon. In one, your sale value changes, ...
Understanding the execution of the approval process
Understanding the execution of the approval process Based on your commission plan, the execution of your approval process varies. The below image helps understand the execution, diagrammatically: Approver actions Once a commission record is queued ...
Modules and fields of the Incentives application
Incentives for Zoho CRM comes with two layers: Configuration of commission plans and execution of commissions. Read me: Explore commission configuration This document explores the execution part of the Incentives application. Execution of commissions ...