To edit 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 edit an existing group, click on it within the Group list
4.1 Modify the group name, if desired
4.2 Modify the Start date by typing in the box or selecting a date from the calendar box
4.3 Modify 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 Change which type the group will consist a list of by clicking the radio dial beside the desired type:
4.5 To select an item to include in the list, place 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 Modify the End date by typing in the box or selecting a date from the calendar box, if desired
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
Step 5 To disable a group, click on the group within the list
5.1 Edit the End date to reflect the date it should be disabled
5.2 Click the Save button located at the bottom of the page
Step 6 To delete a group, click on it within the list
6.1 Click the Delete button
6.2 Select Yes in the confirmation message
Note: When a group is deleted, all associated goals and incentives will be deleted as well. If a group no longer needs to be applied, simply update the end date to deactivate it rather than delete it.
Article Reference: CLTX602