Incentives Job Aid Workflow Dispute Management Sending a ...

Incentives Job Aid Workflow

Dispute Management Sending a dispute

To send an incentive dispute follow this process: 1. After Signing into the Callidus Platform from Infostream you will land on the Sales Performance Home

page. 2. Click on Home (in the top left corner) and a drop down will open.

3. Click on Workflow as shown

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Incentives Job Aid Workflow

Dispute Management Sending a dispute

4. The Workflow main screen opens

5. Click on New Case

6. A drop down opens showing Dispute Management and Program Protection. Select Dispute Management.

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Incentives Job Aid Workflow

Dispute Management Sending a dispute

7. The Dispute Management main screen opens

8. Select the Dealer Position from the drop down as shown. Notice the number matches the number (name) of this employee in the top right

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Incentives Job Aid Workflow

Dispute Management Sending a dispute

9. Click on the name and the Dispute Management screens opens showing your dealer code and your name.

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Incentives Job Aid Workflow

Dispute Management Sending a dispute

10. In the Dispute Details section start to add information a. Case Title (100 characters) ? Add in your title. We will add October incentive for Camry short $500 b. Category ? Select from i. New Vehicle Sales ? Lets select this one ii. Fleet Sales

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Incentives Job Aid Workflow

Dispute Management Sending a dispute

c. Click Sub Category and a drop down opens with these choices: i. Monthly Retail Vehicle Program ? Let's select this one ii. Outstanding Incentive Program

iii. Others

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Incentives Job Aid Workflow

Dispute Management Sending a dispute

d. Click on Program Period ? the drop down defaults to the last month but allows you to select the correct month that corresponds to your dispute program period. Let's select October 2016.

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Incentives Job Aid Workflow

Dispute Management Sending a dispute

e. The next step is to add the affected VIN and Vehicle Registration date ? Let's add

2T1BURHE2FC305970 and October 20 2016.

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