Monarch - My Profile Settings - Deal Default

Deal Preferences
As a reminder, you can set some deal defaults on your Profile page. You can use this feature if you generally use the same options on your deals, such as the same Office, Outlet, Revenue Type, and Commission combinations. This will save you time because every new deal will contain your set defaults.

To access Deal Preferences
1. Click your name on the top right, select Profile. 

2. Click the Preferences tab.

To set up Deal Preferences:

1. Check this box(Use Rev Type) if you would like to select the Rev type for each Outlet on the Deal Preferences.

2. To add an Outlet, click the dropdown arrow beside the Outlet field, and then select an Outlet. The list of choices is limited to the Outlets that you have access to.

3. To add a Revenue Type for an Outlet, click the dropdown arrow beside the Rev Type field, and then select a Rev Type. Note that rev type is optional. You don't need to select any Rev Type.

4. To edit a commission rate, click into the field, and then type a number.

5. Save the Deal Preference line by clicking the [+] button in front of the Outlet field as if you were going to add a new combination. Anytime you click the [+] it will save the previous Deal Preference combination entered.

To remove a Deal Preference - click [X] preceding the outlet name.

To set up a Default Deal Office

1. Select an option from the dropdown list.
2. After selecting the office you will see a green 'Default Deal Office Updated' notification in the top right corner of the screen.

To set up a Default Deal Time Frame

1. Select an option from the dropdown list.
2. After selecting the office you will see a green 'Default Deal Time Frame Updated' notification in the top right corner of the screen.