To begin utilizing the Tier Upgrade function, brokers can install it through the CRM marketplace. This module is free of charge.
Navigate to CRM Marketplace.
Search for "Client Tier Upgrade" and click "Obtain".
You will be redirected to the Tier Upgrade details page. Click "Obtain" to proceed with installation.
Upon installation, you will need to grant the respective permissions for your backoffice users.
Read Tier Upgrade Settings: Users with this permission will be able to view the tier upgrade settings. They can access and review the configured criteria and parameters for tier upgrades.
Update Tier Upgrade Settings: Users with this permission will have the ability to view, edit, disable, and delete tier upgrade settings. They can make necessary modifications to the existing configurations based on business requirements.
Read Tier Upgrade Report: Users with this permission will be able to view the tier upgrade reports. They can access and review the reports that provide insights into the tier upgrade activities and records.
Upgrade/Reject: Users with this permission will have the capability to manually upgrade or reject tier upgrade records. They can perform these actions based on their assessment of client eligibility and fulfillment of the tier upgrade criteria.
Brokers have the ability to configure data permissions in the Tier Upgrade module. This allows them to control which backoffice users can access specific client data. Brokers can choose to grant access to all company data, restrict access to team-specific data, or limit access to only the clients assigned to each user. (For more details, please refer to this section for more details: Role Management).
