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

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 Office, find and select an Associate to navigate to their Detail page.
2. Click the Rank tab.

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Rank Advancement Features

This tool has three key features:

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.

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.

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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.

   

   To disable the page, unselect the checkbox.

4. Click the Save Changes button.