4 steps to complete
In the process of creating your compensation plan with the XML Compensation Plan Builder, you defined
<rules> that resulted in your ranks.
<Rule Name="Gold" Description="Gold level rank"> <And> <MeetsRule Rule="Silver" /> </And> <Result> <SetRank Rank="20" /> </Result> </Rule>
Read more: Using XML to Design a Compensation Plan
In order for these ranks to apply, you’ll have to manually add the rank names (e.g., Gold) and values (e.g., 20) to the CRM_Ranks table in the database using the Data Editor.
In Corporate Office, navigate to: Administration > Data Editor.
In the Data Editor, search for and select the CRM_Ranks table.
In the Rank column, click the first field and enter your first rank name.
In the RankID column, enter the first rank’s corresponding value.
Click the check mark to save the change to the row.
Repeat Steps 3-5 for each rank.
You now know how to add rank values to the database using the Data Editor.