Commission Schedule Shared Performance Feature
16 steps
46 seconds
1
Navigate to Agent's commission schedule to initiate sharing performance
2
Click "Share Performance"
Share Performance within Agent's Own Assigned Commission Schedules
3
Click "From This Agent"
4
Select the other plan you want to share permformance with
5
Click "Save"
6
Click "OK"
7
Verify shared performance
Share Performance with Another Agent
8
Click "From Another Agent"
9
Search for the intended agent via the dropdown to proceed with sharing
10
Select the other agent
11
Click "Search"
12
Select the plan(s) of the agent you wish to share performance with
13
Click "Save"
14
Click "OK"
15
Verify all shared plans here
16
Click "Close"
Commission Schedule Shared Performance Feature
16 steps
46 seconds
1
Navigate to Agent's commission schedule to initiate sharing performance
2
Click "Share Performance"
Share Performance within Agent's Own Assigned Commission Schedules
3
Click "From This Agent"
4
Select the other plan you want to share permformance with
5
Click "Save"
6
Click "OK"
7
Verify shared performance
Share Performance with Another Agent
8
Click "From Another Agent"
9
Search for the intended agent via the dropdown to proceed with sharing
10
Select the other agent
11
Click "Search"
12
Select the plan(s) of the agent you wish to share performance with
13
Click "Save"
14
Click "OK"
15
Verify all shared plans here
16
Click "Close"
