Scribe | Embed Manually_Renew_Commission_Schedule__l8KCpOV2Tris1wkNyBt2Yg

16 steps |
57 seconds

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Renew a Commission Schedule Make Edits to Renewed Plan Deactivate a Current Plan

Renew a Commission Schedule

Screenshot of: Click "Commission Schedules"

Zoom Saved

Screenshot of: Search for agent to Renew plan

Zoom Saved

Screenshot of: Click here on the plan being renewed

Zoom Saved

Screenshot of: -Update Plan name
-Set start and end date
-check if this new plan should apply to agents current pending transactions

Zoom Saved

Screenshot of: Click "OK"

Zoom Saved

Screenshot of: Click "OK"

Zoom Saved

Make Edits to Renewed Plan

Screenshot of: Adjust thresholds and splits if needed

Zoom Saved

Screenshot of: Edit Fees if needed

Zoom Saved

Deactivate a Current Plan

Screenshot of: Locate plan to deactivate here

Zoom Saved

Screenshot of: Click "Toggle Dropdown"

Zoom Saved

Screenshot of: Click "Deactivate"

Zoom Saved

Screenshot of: Click "OK"

Zoom Saved

Screenshot of: Click "OK"

Zoom Saved

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