Once added, the interested service added can be edited. To edit Interested Service and perform further action follow the given steps below:
Step 1: Click View on the Interested service widget
Step 2: You will open an Interested Service slider from the right
Here you can edit Service Details, Product Fees and Discounts, Sales Forecast (if authorized), Add Comments, View Activity Log of the Interested Service.
Now, To edit the Service Details,
Step 1: Click on the edit icon next to Service Details
Step 2: Then edit workflow, partner, product, and branch details as required
To edit the Product Fees of the Interested Service,
Step 1: Click on the edit icon next to Product Fees
Step 2: Then edit the Fee option name, country of residency, installment type, fee type, per term amount, no. of term as required
Please Note: The commission set on the product fee defines the sales forecast of the interested service.
To edit the Sales Forecast,
Step 1: Click on the edit icon next to Sales Forecast
Step 2: Then edit client revenue, partner revenue, and discounts as required
Likewise to add a comment, simply write a comment in the Comment section
Step 3: click on “Save” to save the changes.
Note: Editing Service Details will reset the previously added product fees and discounts.
Interested Service created
Step 4: To delete an Interested Service, click on the three-dot button
Step 5: Select Delete
