EV CRM Incentive Master
Hindi Video Tutorial - EV CRM Incentive Master
EV CRM Incentive Master
OVERVIEW
Through the Incentive Master process, a
sales superior can set incentive schemes for their salespersons related to CRM
activities to generate leads and boost branch sales.
EV Incentive Master is used to define incentive schemes, eligibility criteria, target conditions, and payout amounts for EV sales and CRM personnel. Rules are used by the system to calculate and process incentive earnings automatically.
EV Incentive Master is used to define incentive schemes, eligibility criteria, target conditions, and payout amounts for EV sales and CRM personnel. Rules are used by the system to calculate and process incentive earnings automatically.
Process Flow to Access EV CRM Incentive Master
Go to Electric Vehicle module → Vehicle →
Planning → CRM → EV CRM Incentive Master.
Catalogue View Page
Click on New option to create a new
incentive.
Basic Information Setup
Enter basic information such as Name,
Description, Reference No., and Campaign Name.
Select reference manually or
link an existing incentive.
Define applicable period using From and To dates.
Choose target type and configure options like Include Tax, Exclude Return,
Exclude Discount.
Incentive Configuration
Select incentive calculation type (e.g.,
Target Based) and define calculation method.
In Incentive Details section, add target, model, company, and payee group.
Click on View Details to add incentive details and save the document.
In Incentive Details section, add target, model, company, and payee group.
Click on View Details to add incentive details and save the document.
Thank You!
Thank You!
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