22 articles
Plans Overview
Plan Details
Creating & Publishing a Draft Plan
Adding a Path (Plan Builder 1.0)
Editing a Path (Plan Builder 1.0)
Assign Individual Quotas (Plan Builder 1.0)
Assign Individual Rates (Plan Builder 1.0)
Sharing a Plan
Request Plan Verification
Edit Plan Effective Dates
Edit Plan Name
Bulk Updates to Plans
Deleting a Path (Plan Builder 1.0)
Deleting a Plan (Plan Builder 1.0)
Un-assign a Plan
Archive a Plan
Paths with different Earnings & Attainment fields
Paths with Attainment Multipliers
Automatic Commission Rates
Plan Modeling
Paths with Roll-Up Attainment Credit (Plan Builder 1.0)
Locked Plan Data