To create Groups to be applied to incentives and goals within CRM, follow these steps:
Step 1 Log into CRM
Step 2 On the landing page, click on Administration from the main menu
Step 3 Hover the mouse over Setup, and click on Goals/Incentives
Step 4 To create a new group, click the Add New button
4.1 Type in a group name
4.2 Designate the Start date by typing in the box or selecting a date from the calendar box
4.3 Designate the End date by typing in the box or selecting a date from the calendar box
Note: The Start and End dates are used to define when the group will be available for applying to incentives or goals. If the group will never be inactive, leave the End date field blank.
4.4 Select which type the group will consist a list of:
- Bank
- Region
- Branch
- Officer
- Product
- Service
- Account Type
Note: Only one type can be chosen for the group.
4.5 Select each item to include in the list by placing a checkmark in the Include box
4.6 To remove an item from the list, uncheck the Include checkbox
4.7 Change the Start date for the item, if desired, by typing in the box or selecting a date from the calendar box
4.8 Designate the End date by typing in the box or selecting a date from the calendar box
Note: The Start and End dates are used to define when the item will be actively applied to incentives or goals. If the item will never be inactive, leave the End date field blank.
4.9 Click the Save button located at the bottom of the page
Article Reference: CLTX601