Instant Setup Guide

7 simple steps and you're setup and ready to go!
1. Setup your company/unit.
2. Add/Invite new users.
An email will be triggered to the user inviting him/her to log in. The initial password will be password123 and they will be required to create a new password on login.
3. Create Sales Roles.
4. Assign a user as a Salesrep.
5. Create a Compensation Plan.
Comp Plans will be automatically assigned to Salesreps based on their Sales Roles. A sample Comp Plan has been provided as a guide.
6. Create an Account.
7. Create a Deal.
Dashboard

Click on Dashboard in the main navigation bar and you should see all closed deals and commissions. You can also download your data to create your own reports/visualizations.