Depending on your system settings, users may have the ability to adjust a unit's rate while working in a Lead card in order to close a deal. The purpose of this guide is to explain how to assign different user roles unique minimum and maximum limits on the size of rate adjustments.
You must be signed into the web version as an Administrator to access the Settings icon and edit rates.
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 as well as Agent, will be allowed to adjust rates at whichever percentage is larger between both roles.
(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 having their own limits.
Administrator
Manager
Employee
Agent
(D) Save - After making your edits, this will become enabled. Click to save changes.