Set up Sales Rep on Infusionsoft

Estimated Time of Completion: 1 hour (Also depends on the number of Sales Reps to be added)

Need to set up your Sales Reps as Referral Partners on Infusionsoft so you can track and pay their commission?

Your Doer has been trained in exactly how to do this, so follow the briefing steps below and outsource this task!

Disclaimer: This will depend on how many hours you are asking your Doer to complete.

TO BRIEF YOUR DOER:

• If you're utilising the Project Management Tool; *Basecamp, add this as a task to your project's To Do's
  • You'll need to describe the task. We'd recommend 'Set Up Sales Reps on Infusionsoft: OTT0017'
  • Assign the To-Do to your Doer
  • Set a Due Date
  • Add notes: 
    • You can provide your Doer with this URL in order to provide them with context on the task
    • Ensure your Doer has access/logins to your Infusionsoft account
    • Let your Doer know who you want set up as Referral Partners
    • Advise the credit type you would like - up front credit in full or credit on customer payment (we use credit on customer payment)
    • Let your Doer know whether you want only product commissions or both product and subscription commissions (if subscription commissions, advise your Doer on the number of cycles that you want to pay commission on)
    • Don't assume - particularly if you're just starting out with your Doer it's always best to provide as much information as possible. If you have extensive notes, we'd recommend recording a Loom