In the process of creating your compensation plan with the XML Compensation Plan Editor, you defined Rank
<Rule Name="Gold" Description="Gold level rank"> <And> <MeetsRule Rule="Silver" /> </And> <Result> <SetRank Rank="20" /> </Result> </Rule>
To use these Ranks in the system, you'll have to manually add the Rank names (for example, Gold) and values (for example, 20) to the CRM_Ranks table in the Database using the Data Editor.
In the Data Editor, search for and select the CRM_Ranks table.
In the Rank column, click the first field and enter your first rank name.
In the RankID column, enter the first rank's corresponding value.
Click the checkmark to save the change to the row.
Repeat the steps for each rank.
Updated 6 months ago