Draft Plans and Plan Details

Verify plan set up and strategically roll out Plans with new Draft Plans. Test different components/paths, map to CRM fields, and verify plan details with past performance period data in our new draft plan stage. Do all your testing and set up before rolling out to your Reps.

Monitor plan performance and make edits quickly with the new Plan Details view that organizes the paths, mappings and members along with total earnings, average effective rate, and plan attainment by Rep for the plan.

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