Salesperson / Broker File Maintenance (SFM)

The Salesperson/Broker File is where you define a salesperson or broker's name and address, as well as how they are to be paid commissions. It is also central to all the salesperson add-on modules. Let's explore all of its functions and features!

Subscribe $2,995.00 / year

What's in this course?

Course curriculum

1
- Introduction to the Salesperson / Broker File Maintenance (SFM)
- The SFM Basic Fields
- The Commission Grid
- Quotas
- Commission Adjustments
2
- DSR
- .NET/EOP
3
- Customers Tab
4
- Account Information Tab
5
- Sales History Tab
6
- Adding & Editing Commission Exceptions
- Deleting Commission Exceptions
- Copy Commission Exceptions
7
- Features of the Commission Report
8
- Helpful Reference: V4 Knowledgebase

Instructor(s)

Senior Instructor

Hajer Quilang

Hajer has been with NECS since 2012. She has worn several hats at NECS: Technical Support, Software Implementation, In-house and On-site Trainings plus Software Testing. Now, you'll find her working on FDU.

Hajer currently lives in Philadelphia. In her spare time she likes to watch movies, dabble in poetry, hike, try weird food and sing off-key! Drop her a note for comments, feedback, and suggestions!