Configure Cross Sales Incentive Amounts (2)

Screen ID: 

Screen Title: 

Panel Number:

UXSICFG-02

Assign Incentive Amounts to Tasks

5771

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Access this screen by selecting Assign Incentive (F6) from the Configure Cross Sales Incentives screen.

Refer also to: Using the CU*BASE Cross Selling Tool and Next Suggested Product.

Use this screen to configure assign an incentive amount to cross sales need group, tasks, and tracker memo types.

Field Descriptions

Field Name

Description

Pay this incentive amount

Enter the dollar amount that staff will earn when completing the combination of need group, task, and memo type.

For tasks marked with this conversation (memo) type

Enter the two digit code or use the lookup images\magnifyingglasslookup_shg.gif for the Memo Type.

Applies to tasks under this cross sales need group

Enter the two digit code or use the lookup images\magnifyingglasslookup_shg.gif for the Need Group.

Choose tasks to receive this incentive

Use the Select button to choose tasks that will receive the incentive amount associated with the need group and memo type.