To set up and assign a New Team Member to your FrontRunner account, please follow this easy help guide! The steps themselves are an abridged version, with the actual FAQ article links right below so you can access the full knowledge base.
- 1. Go to Agency Setup Step 2: Management Options. Now in the section Your Team, you will add New TM data in the form on the left of the screen. (Their First & Last Name, email, 12345678 - default password, Hourly/Salary - MUST SELECT Commission/Bonus if they are to receive any type of Commission/Activity Bonus)
- 2. Now to Assign the Activity Goals, still under Step 2: Management Options scroll down to the Agency Tracking Section and assign the TM to their Goals via the Assign Goal Plans chart. (Toggle between Daily, weekly & monthly at the top)
- 3. To Assign Sales Goals, while still under Step 2: Management Options scroll down to Agency Sales Goals and find the TM and assign their goals.
- 4. Now Assign the Bonus Plan/Kicker or Activity Bonus Plan, go to Step 3: Bonus/Incentives and scroll down to the Bonus Plan Assignments chart. Ignore all the other sections, you may ruin your account by tampering with settings. Next, if you have any Additional Bonus Plan, such as Kicker or Activity Bonus Plans, you'll want to assign those. Scroll to the Kicker Bonus Plan Assignment chart and assign the TM and lastly scroll to the Activity Bonus Assignment section to assign the TM.
- If the TM is Grayed Out that means you left Commission/Bonus unselected and must updated under Agency SetUp - Step 2 Management Options.
If you have any questions, please reach out to email@example.com or submit a support ticket. If you do not wish to wait on support, please access the Community FAQs Page but scrolling to the footer of the site. Under Quick Links hit Help Articles to access the Community FAQs Page.
New Team Member Basics:
If you have any questions that remain after reviewing our Help Articles, please send an email to firstname.lastname@example.org or Submit a Support Ticket by visiting the Quick Links section at the bottom of FrontRunner. Please be as descriptive as possible and include all information that would expedite a resolution.