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| - | === Business Workflows and Events ===
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| - | '''Normal Workflows:'''
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| - | * New Salesman Hired
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| - | * Set Monthly target for Salesman (first time)
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| - | * Salesman gets his first account
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| - | * Calculate Salesman Commissions
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| - | * Generate Salesman Target Report
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| - | * Update Monthly target for Salesman
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| - | * Add additional accounts
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| - | * Close Accounts
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| - | * Change Commission schedule
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| - | * Delete or Archive Salesman
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| - | '''Some Exceptional Workflows:'''
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| - | * Salesman hired with accounts
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| - | * Client added by mistake
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| - | * No targets set
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| - | === Normal Workflows ===
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| - | Each workflow below corresponds to significant "business events" related to Salesman life cycle.
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| - | All operations are done under Acc > Salesman Panel
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| - | ==== New Salesman Hired ====
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| - | 1) Identify Jaguar User as a Salesman
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| - | * Check Sales Person check box on Jag User Profile
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| - | * (we assume new Jag User has been created)
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| - | 2) Set Commission Schedule
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| - | * Goto Acc > Salesman
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| - | * Select Salesman, click Edit
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| - | * Goto "Commission Schedule" section
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| - | * edit commission percentage
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| - | ==== Set Monthly target for Salesman (first time) ====
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| - | * Goto Acc > Salesman
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| - | * Select Salesman, click Edit
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| - | * Goto "Monthly Targets" section
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| - | * Add targets for next 6 months
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| - | ==== Salesman gets his first account ====
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| - | * Goto Acc > Salesman
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| - | * Select Salesman, click Edit
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| - | * Goto "Accounts" section
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| - | * Add Account
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| - | ** set client company
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| - | ** set start date
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