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            Edit Tabs on a Lump-Sum Rule

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            Edit Tabs on a Lump-Sum Rule

            Reduce disputes and questions when you give reps more detailed information on the data from various objects and data filters that are involved in a payout rule.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available for an additional cost in: Professional Edition with Web Services API Enabled
            User Permissions Needed
            To edit tabs in a statement:

            A Spiff user role with this permission turned on.

            Statements: Edit
            1. From a rep’s statement, click Edit.
            2. Expand a payout rule, and then click Edit Tabs.
              The Edit Tabs option is available only if you’ve selected a final payout amount from a lump-sum rule worksheet calculation.
            3. Select the tabs you want your reps to see for this payout rule.
            4. Click Apply.
            5. Click Done Editing.
             
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