Manually Renew Commission Schedule

    • 0 step |
    • 57 seconds

      Renew a Commission Schedule

      Click "Commission Schedules"
      Search for agent to Renew plan
      Click here on the plan being renewed
      -Update Plan name -Set start and end date -check if this new plan should apply to agents current pending transactions
      Click "OK"
      Click "OK"

      Make Edits to Renewed Plan

      Adjust thresholds and splits if needed
      Edit Fees if needed

      Deactivate a Current Plan

      Locate plan to deactivate here
      Click "Toggle Dropdown"
      Click "Deactivate"
      Click "OK"
      Click "OK"
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