Checking If Transactions Can Be Credited To a Team (Advanced)
Applicability This topic is applicable to the following scenario: You are creating a new incentive plan You want to measure sales performance by individual Sales transactions have one of the following issue They do not include "Owner / Sold By" data ...
How Do Advanced SQL Statements Work?
What Are Advanced SQL Statements? Our technical team may configure advanced SQL statements which operate directly against the database. This is done for performance reasons, or because we need to perform complex queries which span multiple entities. ...
Customer Support Service Agreement
This Customer Support Service Agreement provides support-related terms and conditions for all Sales Cookie Services. Support Availability Support is available during normal business hours, Monday through Friday, from 9 AM to 6 PM Pacific Time. The ...
A brief overview of sales incentive programs Superior sales organizations cannot thrive without successful incentive programs. Well-designed sales incentive programs energize the sales force, enforce correct priorities, and provide a sense of ...
What Is A Web Endpoint - And How Does It Work?
Applicability Deploying a web endpoint allows automated import of transactions from any sales or accounting system. You should deploy a web endpoint when: You want to automate transaction upload (so as to avoid manual uploads) Your sales transactions ...