Mapping the correct IGS Sales Partner Codes is essential for ensuring accurate proposal generation, partner tracking, and seamless integration with IGS systems. This guide walks you through the steps to configure partner codes for both your parent organization and individual office locations. Follow the steps below:
Step 1: Click on the “Settings” tab located below the profile icon in the top-right corner of the screen.
Step 2: Scroll through the settings menu and find the section labeled “IGS Sales Partner Code.”
Step 3: To begin making changes, click the "Edit" button next to the IGS Sales Partner Code section.
Step 4: From the dropdown, select the appropriate partner for your parent organization. If no partner is selected for the parent organization, an error message will appear instructing you to contact the admin.
Step 5: You can also assign specific partner codes to each office using the dropdown.If a partner code is not mapped to an individual office, it will automatically inherit the parent organization's partner code as a fallback.
Step 6: To map codes for multiple offices, click the “Add” button and repeat the mapping process for each location.
Step 7: Once all desired mappings have been made, click “Update” to save and apply your changes.