Manually Renew a Commission Schedule and Deactivate a Commission Schedule
12 steps
19 seconds
Renew a Commission Schedule
1
From the Transactions tab, click on the "Commission Schedules"option.
2
Search for an agent to Renew plan.
3
Click "Renew".
4
\-Update plan name\ -Set start and end date\ -Check if this new plan should apply to the agents current open transactions
5
Click "OK"
Make Edits to Renewed Plan
6
Adjust thresholds and splits, if needed.
7
Edit Fees, if needed.
Deactivate a Current Plan
8
Locate the plan and click "View Detail".
9
Click "Toggle Dropdown"
10
Click "Deactivate"
11
Click "OK"
12
Click "OK"
Manually Renew a Commission Schedule and Deactivate a Commission Schedule
12 steps
19 seconds
Renew a Commission Schedule
1
From the Transactions tab, click on the "Commission Schedules"option.
2
Search for an agent to Renew plan.
3
Click "Renew".
4
\-Update plan name\ -Set start and end date\ -Check if this new plan should apply to the agents current open transactions
5
Click "OK"
Make Edits to Renewed Plan
6
Adjust thresholds and splits, if needed.
7
Edit Fees, if needed.
Deactivate a Current Plan
8
Locate the plan and click "View Detail".
9
Click "Toggle Dropdown"
10
Click "Deactivate"
11
Click "OK"
12
Click "OK"
