Reports > Customize > Payment Summary You can customize the Payment Summary report to define the specific information available to users with access to the report. You can control details [&hell...

Reports > Customize > Plan Summary The Plan Summary area allows administrators to define which sections of the standard Plan Summary report can be viewed by all users. You can […]

Reports > Customize > Incentive Statement Templates You can use the Incentive Statement Templates area to customize the information displayed in each section of the Incentive Statement report, a...

Reports > Customize > Quota Credit The Quota Credit area allows administrators to configure the quota credit value used in the incentive statement to calculate quota attainment. This option allo...

Reports > Customize > Pod Workflows You can use this area to manage workflows that appear in the Workflows pod. Specifically, you can add new workflows, update workflows, and delete […]

Reports > Customize > Credit Use this option to specify that credit values will be displayed as year-to-date values on the Home page, the Incentive Statement, and Team Incentive Statement [&hell...

Customize > Login Profiles You can use the Login Profiles area to create and manage login profiles, which enable administrators to specify the allowed login paths that Incent users can […]

Tokenized Fields You can use the Tokenized Fields area to identify the tokenized fields used within your business (as implemented and managed using suitable third-party security tools). note: Tokenize...

Customize > Estimator Integration You can use the Estimator Integration area to integrate incentive estimator input with a Customer Relationship Management (CRM) application. Screen Estimator Inte...