Contact Agents

This is the eighth tab of CRM contacts.

In this tab, it is possible to define the Agents associated with this contact.

The fillable fields are as follows:

Account – Detail Account – Account Description: through these fields, it is possible to select the agent, referring to the respective registry;

Zone: the area of competence of the agent can be defined, as specified in the table;

Percent Completed: this is the percentage of commission due to the agent in relation to the contact;

Use percentage: by checking this option, it indicates to the procedure that during the entry of sales offers, the value indicated in the Percent Completed field should be taken into account for calculating the commissions due to the agent.