PART 1:
In this video, we walk you through the full process of onboarding new sales representatives to your Iconic Rewards Program and assigning rewards after completing an order.
You’ll learn how to:
✅ Invite new sales reps and send onboarding emails
✅ Set up their profiles correctly (including address details for the rewards card) ✅ Manage your team from the administrator dashboard
✅ View rep information, rewards history, and tax details
✅ Assign rewards right after completing an order
✅ Go back and assign rewards after the fact Whether you’re setting up your rewards portal for the first time or managing ongoing sales incentives, this tutorial will show you step by step how it’s done inside the Icon platform.
📌 Chapters:
00:00 Introduction
00:35 Inviting new sales reps
02:10 Email invitation example
03:00 Completing rep profile and address setup
04:15 Managing your team and rep access
05:30 Viewing rewards and assigning them after an order
🌐 Learn more: https://iconoffice.com
📧 Contact us: cs@iconoffice.ca
PART 2:
In this video, we’ll show you how to assign and manage rewards in the Iconic Rewards Program after completing an order. You’ll see how to split rewards, finalize payouts, and track rewards as both an administrator and a sales rep.
You’ll learn how to:
✅ Assign rewards to sales reps after an order is finalized
✅ Split product quantities between stock and individual reps
✅ Understand the conditions for reward payouts (paid and shipped orders)
✅ Reassign rewards later when additional sales are made
✅ View pending and paid rewards inside the portal
✅ See what your sales reps see when they log in to their own accounts We’ll also walk through what the sales rep dashboard looks like — including pending payouts, order history, and how funds automatically move to the Icon Rewards Visa card once the order is complete.
📌 Chapters:
00:00 Assigning rewards after completing an order
01:10 Splitting orders and assigning to reps
03:25 Reward payout requirements
04:10 Reassigning rewards later
06:00 Logging in as a sales rep
07:00 Viewing pending payouts and order history
08:10 When funds move to your Icon Rewards Visa card
🌐 Learn more: https://iconoffice.com/
📧 Contact us: cs@iconoffice.ca