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Editing Rate Adjustment Limits

Owned by Patrick Hauser (Unlicensed)
Last updated: Jun 13, 2023
2 min read

 

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Depending on your system settings, users may have the ability to adjust a unit's rate while working in a Lead card in order to close a deal. The purpose of this guide is to explain how to give different user roles unique minimum and maximum limits on how large those rate adjustments can be.

Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

You must be signed into CallPotential's web version as an Administrator to access the Settings icon and edit rates.

Access

  • (A) Settings - Click to access all your available administrative settings.

  • (B) Rate Adjustment - Click to access Rate Adjustment limits page.



Edit Rate Adjustment Settings - Note: Users who are assigned a primary role as well as Agent, will be allowed to adjust rates at whichever percentage is larger between both roles.

  • (C) Adjust Percentages - Click to adjust the greatest percentage decrease and increase a user is allowed to make. Note: Each user can have a specific maximum and minimum percentage. Web app users are divided into the following groups each having their own limits.

    • Administrator

    • Manager

    • Employee

    • Agent

  • (D) Save - After making your edits, this will become enabled. Click to save changes.