How Can I Learn About Managing Incentive Plans?
Here is a good way to start learning about Sales Cookie:
- Login to your workspace
- Click on "Dashboard > Overview"
- Click on the "Learn" tab
- Complete through basic training
You can also create a new demo workspace, as well as click on "Overview" menus under "Users", "Teams", "Plans", etc.
Related Articles
Which Personal Incentive Dashboard Settings Are Available?
Here are the steps to customize personal incentive dashboards: Login to your workspace On the left pane, click on "Settings > Dashboards" Click on the "Settings" tab (if needed) Here are available settings: Announcements This option on the ...
What Is A User?
Users help you manage incentive plans within a workspace - or are simply participants. In which case, they will not have access to your management workspace (only to their personal incentives dashboard). Good to know: Full admins have full control ...
What Can Limited Admins Do?
Users with the limited admin role have read-only access to all entities in the workspace by default - including sales incentive plans. However, you can hide plans (and their related calculations, credits, and rewards) from them. You can also choose ...
What Is A Workspace?
A workspace is a secure container with all your participants, sales incentive plan configuration, sales transactions, reports, etc. Good to know: Each workspace contains all your configuration and settings Most organizations will only use one single ...
When Should I Create A Team?
You should create a team when: You want to represent a territory Teams allow you to measure the sales performance of territories (and reward team members / managers) You want to represent a group of users Teams allow you to create sales incentive ...