Tip!
While you can make a commission schedule from scratch, best practice is to make a copy of an existing commission schedule and then make the necessary edits needed.
1
Click "Commission Schedules"
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2
Click "Commission Schedule Library"
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3
Click "+Commission Schedule"
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4
Select "Library" from the select commission schedules dropdown
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Enter the Name of the new commission schedule
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Select which plan from the library to make a copy of
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Click "Save"
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Click "OK"
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Edit Critical Settings of New Commission Schedule
9
Click "Edit Details"
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Verify/edit name of commission schedule
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Add description field (optional)
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Select/Edit Commission Schedule Strategy
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For Accumulation plans - select the commission source for accumulation purposes
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Select if this plan needs to account for side count regarding accumulation
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Click "No"
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Click "No"
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Verify minimum and maximum commission rates are set to 0-100%
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