How to Share Commission Schedule Performance
- Brokerage Engine |
- 16 steps |
- 46 seconds
1
Navigate to a Commission Schedule looking to have performance shared
2
Click "Share Performance"
Share Performance within Agents 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
Can Verify list of plans that are currently shared together
Share Performance with Another Agent
8
Click "From Another Agent"
9
Click in this dropdown box to search for other agent
10
Select the other agent
11
Click "Search"
12
Select which plan of other agent you want to share performance with
13
Click "Save"
14
Click "OK"
15
Can verify here all plans shared together
16
Click "Close"
