Advanced services and pricing setup
Setting up services and pricing
The Services & Pricing tab within the Admin area contains four tabs: Onboarding Services, where the services are described, organised and priced. Service Plans, where plans are created once the Onboarding Services are ready. BD Pricing, where ...
Setting business development targets
The BD Targets area is where you set your firm's monthly BD and CCR targets and track monthly results. Attention You must have administrator rights to access the portal areas referenced in this article. Note The data inputted in this area populates ...
Pricing your business development services
The BD Pricing tab is where you can customise Service Prices and Sessions Per Annum for each Business Development service. Attention You must have administrator rights to access the portal areas referenced in this article. To start, navigate to Main ...
Creating service plans
To set up your Service Plans, navigate to Main menu > > Services & Pricing > Service Plans. The Service Plans tab is where you can group together different services to create service plans. You must finalise your Onboarding Services prior to setting ...
Configuring your onboarding services
To start, navigate to Main menu > > Services & Pricing. A default services list has been provided by The Gap; the list is territory specific. In this tab, you can review, amend, delete or add new Service Categories and Services. Attention You must ...