Sales Programs Help

Owned by Kati Huttunen (Unlicensed)
Last updated: Dec 19, 2022 by Emma Greenwood
1 min read

Transaction Record View(s)Balance List View(s)Inquiries

Process Settlements




Program Balances



Broker Activity

Open Brokerage by Invoice

Transaction List View(s)Utilities & DialogsReport(s)

Edit Amounts


Setup & Configuration List View(s)Setup & Configuration Record View(s)

Address Sets

Item Sets

Preferences

Program Classes

Programs

Address Set

Item Set 



Program