Manually Award or Deduct Salespath Points

In addition to earning points for membership sales, contact collection, and other custom point configurations, Salespeople's point balances can be manually adjusted by Tenant Admins. This article explains how to award and deduct points, and how to view a log of any point changes made by your team. 

How to award or deduct points 

1. From the lefthand side menu, click Settings > User Manager. 

2. Locate the desired user. Click Edit > Points. 

   

3. Select the Currency Type you'd like to add - Experience Points (XP) or Salespath Points. In the Points/XP to Add field, enter the number of of points you wish to add. 

   

4. To deduct points, put a - symbol before the number. 

   

5. Click Update Points. You will see the point value update in real time.
6. Click Close when finished. 

How to audit point additions and deductions

1. From the lefthand side menu, click Reports > Currency.
2. From the Currency Report you can filter by Date, Salesperson, and Currency Type (Salespath Points or XP). Once you've set your filters, click Run Report. 

3. Any manual additions or deductions will show up with the Cause listed as "Manual Spp Update." 

   

4. Click Details to see who made the adjustment.