Subscription Editor
Subscription is a term which encapsulates investor units purchased in some product
Add New Subscription
To add the details of the new subscription select Add New from the left menu bar to display the Subscription Editor as shown below
The Editor allows you to add an Investor, a Company, Details of the subscription, any overrides(percentage paid to the sales agent) and a confirmation
You can either search for a new Investor or create a New Investor. Let us first look at how to Search for an Investor. Type in the name of an investor in the text box provided below Investors as shown in the above screen shot. A drop down is displayed if there is a list of investors by that name as shown below
Select the required investor, to display the details below the text box as shown below
Click on the Investor name to display the contact information of the investor as shown below
Click “x” to return to the Subscription Editor
If a Project name is not displayed, you can select one from the drop down list. Once this is done select the next tab My Company to display the following
Now let us see how to create a new investor, by clicking on to display the following
Type in all the details as required and click
The contact information for that Investor is created and displayed
My Company
Click on My Company once the investor is selected and the information is displayed
Type in Company in the text box provided below My Company to display a drop down as shown below
Select the required from the drop down list to display as shown below
Select a Project from the drop down list and an Internal Sales Agent associated with that Project.
In the Details tab, add the subscription details
In the Overrides tab, add the commissions as needed