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  1. Navigation Bar- plus sign
  2. BP Groups Grid List (../BusinessPartner/BusinessPartnerGroupGridList)

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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. 

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The user through the Menu button (Image RemovedImage Added) 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. Image Removed


BP Groups grid list

The BP Groups grid (/BusinessPartner/BusinessPartnerGroupGridList) list shows all the available groups and specific information related to the groups: 

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  • 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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  1. Overview
  2. Vehicles
  3. Leads / Opportunities
  4. Complaints
  5. Revenue 

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Mandatory fields

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