How Can I Legally Protect My Plan?

To legally protect your sales incentive plan:

Login to your workspace
On the left pane, click on "Plans > All Plans"
Search for your plan
Click on the plan row
Click on the "Legal" tab (if needed)

If you agree that your legal department is responsible for reviewing all legal terms, check the "I Accept" checkbox.

You can now use the legal editor to design legal statements (terms) to your plan:

Click on "Manage" to add, remove, or re-order statements
- Check checkboxes to add statements
- Uncheck checkboxes to remove statements
- Click on "Add Custom" to add a custom statement
- Use drag-and-drop to reorder statements
- Click on "Refresh" to update statements
- An updated list of statements appears
To edit statements
- Click on the section's text to edit its content using a text editor
- Make changes to the statement's content using the text editor
- Click outside the section's text to leave editor mode
- Don't forget to click on "Save" to save your changes

You can also insert a text description of your plan by clicking on "Tools > Insert Plan Description" when editing a statement.

To learn more about plan legal options, click here.

To learn more about how to view user enrollment status, click here.

Plan Text Descriptions

When you insert a text description of your plan in a legal statement, the text describes the plan at the time you inserted the description. If you change your plan, you may want to go back and modify the text description. You can also re-insert the text description, in which case an updated text representation of your plan will be inserted.