Settings

Under the settings module you can select different defaults for the entire program.

Profile

This tab will display the user's information and their comission defaults.

Employees

The Employees tab is where you may enter or edit all the employees within the system if you have administrator privileges.

When adding a new employee, a window will open up allowing you to enter all the information of an employee and also allow you to enter images of the employee if desired.

Near the bottom of the form you will the ability to enter the commission defaults for the employee and their role and privileges.

Tax Defaults

Tax default rates and settings are adjusted here. The user has the option to of setting the rates to the default tax rate, none, or a specific rate. When selecting a specific rate, a new field will appear to enter the value for the specific default that the user wants changed.

Profit Settings

Under the Profit tab, the user can decide whether certain fees will have front end, backend, or no profit.

Commissions

The user can decide what fees are commissionable in this tab, to include if they are commissionable in the Front or Back or both (SP & FI).

Sign Ups

Here relevant links to third party integrations are listed so that the user may sign up with them.

Below is an example with the credit card processing company Digitzs:

The Deal Template

Under the settings you can select defaults for the entirety of the program. This module consists of 5 areas where relevant background information of a Deal is entered.

Below is an example of opening the Service Contract window to enter information for a service contract company:

Payments