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)
FAQ LINK - https://frontrunner.zendesk.com/hc/en-us/articles/360057912073-How-to-Add-Team-Members-
- 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)
FAQ LINK - https://frontrunner.zendesk.com/hc/en-us/articles/360061621213-How-Can-I-update-Activity-Goal-Plans-
- 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.
FAQ LINK - https://frontrunner.zendesk.com/hc/en-us/articles/1500001257562-How-do-I-assign-Bonus-Plans-
New Team Member Basics:
How to Add or Remove Tracking Items
How to Assign a Goal Plan to a Team Member
How to Assign a Bonus Plan to a Team Member
Common Topics:
How to Reset Team Member Password
Can I Add a New Team Member to an Old Team Member's Profile?
How to Assign a Bonus Plan to a TM that is Grayed Out
How to Set Up Custom Dashboards
Videos:
Zoom Workshop: Team Member Essential Training
If you have any remaining questions after reviewing our Help Articles, please send an email to support@imafrontrunner.com. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!
Comments
0 comments
Please sign in to leave a comment.