Power Up your Sales with Performance Pay

Table of Contents

• Overview
• Setting Up Performance Pay
• Using Performance Pay on Invoices and Quotes
• Using Performance Pay with Agreements
• Reporting on Performance Pay
• Performance Pay Tips

Overview

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One common way of powering up your sales is by offering incentives to your sales employees. With Performance Pay you'll be able to provide spiffs and commissions on your invoices and quotes directly in FieldEdge. Use the following videos to help you learn, set up, and use Performance Pay within FieldEdge.

Setting Up Performance Pay

Before you can begin using Performance Pay, you'll need to make sure that you have set up your FieldEdge and items to work with Performance Pay. Watch the video below to help guide you through setting up your Performance Pay.

Using Performance Pay on Invoices and Quotes

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Now that you have your Performance Pay setup, let's take a look at how you'll use Performance Pay on your invoices and quotes. 

Using Performance Pay with Agreements

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One option you may want to use is offering Performance Pay when utilizing Agreements. This will allow you to incentivize your employees when they provide an Agreement to your customers.

Reporting on Performance Pay

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Now that you've set up and are using Performance Pay, let's take a look at how you'll report and keep track of these commissions and spiffs. Take a look at the video below and follow along, as I walk you through how you'll report on Performance Pay.

Performance Pay Tips

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Finally, follow members of the FieldEdge Training team as they go through live tips when using Performance Pay. These tips are some of the most common practices that FieldEdge members use.