Viewing an Associate's Rank Advancement

Admin: Corporate Admin
Page: Associates > Find Associates > Associate Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Detail?id=[ASSOCIATE_ID]

You can see how much volume an Associate needs to accumulate to reach a certain rank. To view an Associate’s rank progress:

  1. In Corporate Admin, find and select an Associate to navigate to their Detail page.
  2. Click the Rank tab.

Rank Advancement Features

This tool has three key features:

Rank page features (Click to enlarge)
  1. Rank dropdown
  2. Period Selector
  3. Rank Qualification table

The Rank dropdown contains all available ranks.

  1. Select a rank to load the rank qualification data in the table.
  2. Select a different time period with the Period Selector.
Rank Qualification table

The Rank Qualification table displays:

  1. The volume name
  2. The Associate’s current accumulation
  3. The required amount left to achieve
  4. Their progress in percent compete.

Tip: An Associate can see their progress in their Web Office Home > Ranks Information widget.

Enabling/Disabling the Page

You can enable/disable the Rank tab from the Associate’s Detail page:

  1. Navigate to Administration > Advanced Settings > UI.

  2. Locate the Available Components section.

  3. Select the Ranks checkbox.

    Ranks checkbox

    To disable the page, unselect the checkbox.

  4. Click the Save Changes button.

Was this article helpful?
0 out of 0 found this helpful
Previous Next

Comments

0 comments

Please sign in to leave a comment.