ZNICRM Usage guideCUSTOMER GUIDE
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Partner levels and terms

Availability depends on your account configuration and permissions.
Example: Partner levels and terms
Example: Partner levels and terms.

Open Partners → Levels & terms to see configured level name, partner type, customer’s first-year rate, following-years rate, level threshold and payout threshold; the current level is marked. Thresholds do not imply automatic promotion. Check the displayed terms for the company’s currency.

Review the configured terms

  1. Open Partners → Levels & terms.
  2. Find the marked current level. Compare its partner type, first-year and following-years rates, level threshold and payout threshold.
  3. Use these displayed terms when reviewing an earnings payout or customer quote. A level threshold does not promise an automatic promotion.

For copying referral links and opening the calculator, use the separate Partner tools guide. The illustration includes a labeled excerpt of that separate screen.

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