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Sale agents

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On the Sales agents panel you can assign this customer’s sales agents.

Sale agents

Distributor

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Choose a distributor for this customer. The distributor resells your products to end users and earns commissions on those product sales.

Representative

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Choose a representative for this customer. Representatives work on behalf of the company, selling services for a commission. After you identify the representative for this customer, they start to receive a commission according to the commission plan you defined for them.

Override commission plan

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You can calculate and pay a separate commission to the representative for bringing in this customer (e.g., you negotiated a 10% commission for services used by this customer while the default representative commission is 5%). Turn on the toggle to enable this option.

Commission plan

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Choose a commission plan for the representative from the list.  Click Show to edit the commission plan.

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