Adding a service plan in Logixx CRM is a straightforward process for administrators. Service plans define essential terms such as pricing, fees, payment structures, legal associations, and state qualifications.
Steps to Add a Service Plan
Login to your Logixx CRM account.
Navigate to Admin from the main menu.
Go to Site Setup > System Configuration > Service Plans.
Click the “Add” Button. Located at the top of the screen.
Clicking this will open a form where you can configure all the required service plan details.
Fill Out the Required Fields :
General Settings
Category: Select a category for this service plan. (Required field)
Active: Toggle whether the plan is active.
Commissionable: Specify if this plan allows commissions.
Branch: Assign a branch if applicable.
External ID: Input a reference ID for external use.
FORTH Semi Monthly Split Template: Enter the template value.
Legal Plan?: Indicate if this is associated with a legal plan.
Name: Provide a unique name for the service plan. (Required field)
Description: Enter a brief description of the plan.
Service Settings
Est Settlement Rate (%)
Service Fee Rate (%)
Min # Payments / Max # Payments
Skip First Payment
Allowed Custom Rates
Waiting Period
Fee Down Payment
Service Restrictions
Qualified Debt Range ($): Set the minimum and maximum debt values.
Qualified States: Select the states where the plan is available.
Disqualified States: Specify any excluded states.
Semi Monthly Payments Gap
Maintenance Settings
Sentry Fee
Sentry Down Payment
Range of Spread Months
Gateway Settings
Gateway Setup Fee
Gateway Transaction Fee
Frequency Settings
Frequency
Save the Plan
Once all fields are completed, click Save and Close to finalize the service plan.
