The agent or the internal sales staff who has closed a certain number of sales or reached a certain sales revenue benchmarks within sales cycle will be able to view the claim.
The user roles below will be able to view their own retro claims if they are tied to an Agreement or a Staff incentive.
- Agency Staff
- Agency Admin
- Agency Leader
- Sales Manager
- Sales Admin
To view a retro claim, click on Invoices on the left navigation panel.