Depending on your system settings, users may be able to adjust a unit's rate while working in a Lead card to close a deal. The purpose of this guide is to explain how to assign different user roles with unique minimum and maximum limits for rate adjustments.
Access
(A) Settings - Click to access all your available administrative settings.
(B) Rate Adjustment - Click to access Rate Adjustment limits page.
Edit Rate Adjustment Settings
Users who are assigned a primary role and an Agent role will be allowed to adjust rates to the larger of the two percentages.
(C) Adjust Percentages - Click to adjust the greatest percentage decrease and increase a user is allowed to make.
Each user can have a specific maximum and minimum percentage. Web app users are divided into the following groups, each with its own limits.
Administrator
Manager
Employee
Agent
(D) Save - After making your edits, this will become enabled. Click to save changes.