What is an account executive?
An account executive is a person who directly represents the station in commercial transactions with clients; the account executive takes orders from customers and provides them with solutions. An account executive is an entity with the 'account executive' option enabled on its personal data form; an Account Executive can be associated with one or more customers and vice versa.
Defining Commissions
In the Personal Data module, by clicking on the Configuration_PersonalData_Agent02 Commissions button in the toolbar, the user can set commissions that the Account Executive will receive for interacting with specific clients. To assign commissions, just follow the next procedure:
1. Click on the search button and select the account executive for whom you intend to assign them:
2. Once selected, all existing customers associated with the current account executive will be listed in the bottom section. To specify a new commission, right-click and hit the 'enter' option; a window will enable you to assign a commission for:
•All clients: A general commission is valid for all clients.
•Customer: The entered commission will be valid only for the specified customer.
3. It will be possible to insert a brief description of the current commission and the commission value itself. By unchecking the 'Default' option, the recent commission will be used by default in case various commissions have been specified for the same customer. After all these fields are compiled, click on the 'OK' button to finish the insertion:
4. Repeat the previous steps to continue defining more commissions for the current or another account executive.
NB: Once defined, account executive and their relative commissions are correctly assigned to customers under the Invoicing Data tab, more specifically, in the 'Account Executive' field.