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- Navigation Bar- plus sign
- BP Groups Grid List (../BusinessPartner/BusinessPartnerGroupGridList)
When choosing to Add a new group, the user has to fill-out the required fields in the pop-up form. While creating the new BP group, it is possible to add in this group existing Business Partners.
How to edit a Sales Incentive and add a group
The user through the Menu button (
) from the top left corner can search for the Sales Incentives Admin page, or directly type in the browser next to the basic URL the following: (/SetupEntities/SalesIncentivesGridList).
The BP group can be added in a Sales Incentive by editing a selected sales incentive.
BP Groups grid list
The BP Groups grid (/BusinessPartner/BusinessPartnerGroupGridList) list shows all the available groups and specific information related to the groups:
- BP Group Type
- Included Business Partners
- Main Company Name (Represents a BP that you choose to be the main for this Group)
- Total Revenue
- Number of Vehicles (Represents the amount of vehicles that business partner of the group are associated with)
- Last Sales Activity (Represent the latest sales activity of one of the BP of the group)
- Last Workshop Activity (Represent the latest closing time from Job card of one of the BP of the group)
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- Overview
- Vehicles
- Leads / Opportunities
- Complaints
- Revenue
Mandatory fields
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