Product Walkthrough Videos
Access video walkthroughs for common user workflows
27 articles
- How to Add New Users
- How to Assign a User to Their Plan
- How to Assign Quotas & Rates
- How to Build Teams
- How to view Earnings & Attainment
- How to Approve Deals
- How to Override Deal Values
- How to Override Earnings
- How to Resolve Discrepancies
- How to Resolve Flags on Deals
- How to Schedule Payouts
- How to Resolve Clawbacks
- How to Export Payouts
- How to Recognize Expenses for ASC 606
- How to Archive Plans
- How to Deactivate a User
- New Page Filtering Experience