Operator Team

The Operator Team section of the Operator form sets details when the Operator Type is SALES TEAM. These settings are described below.

Operator Team

Function

This is the function of the Operator assigned the following commission. Functions given are Collector, Sales, Legal and a number of others. For each function you can assign an Operator at a specific commission rate. You can have multiple Operators responsible for one function, just as you can have one Operator assigned to multiple functions.

Function 1

You can have up to sixteen members in a team. Teams can also consist of only one member. Each team member performs a function at a specific commission rate.

Operator

This is the ID of the Operator assigned the specific function. The Operator's commission will be incremented by the Transaction Commission Amount times the Member Commission Rate. Press F2 to choose from your list of operators.

Only Operators with the ACCOUNT IS DISABLED switch OFF will appear in these lists.

Member 1

You can have up to sixteen members in a team. Teams can also consist of only one member. Each team member performs a function at a specific commission rate.

Rate

Values in this column are commission rates assigned to each specific function. This is the commission rate of the team member. Transaction commissions are multiplied by this percentage to determine the Operator's commission in the Operator Analysis report. The total of all member commission rates is calculated and automatically entered into the Team Commission field. The total should never exceed 100%.

Commission 1

You can have up to sixteen members in a team. Teams can also consist of only one member. Each team member performs a function at a specific commission rate.

Account Access Security

When using the account access security system in Collect!, you can set up a series of teams and then use the Sales IDs to control access to your accounts. Teams can be nested within other teams as needed.

Please refer to How to Restrict Access to Accounts for details.