Manually Renew Commission Schedule | Scribe

    Manually Renew Commission Schedule

    • 13 steps |
    • 57 seconds

      Renew a Commission Schedule

      1
      Click "Commission Schedules"
      2
      Search for agent to Renew plan
      3
      Click here on the plan being renewed
      4
      -Update Plan name -Set start and end date -check if this new plan should apply to agents current pending transactions
      5
      Click "OK"
      6
      Click "OK"

      Make Edits to Renewed Plan

      7
      Adjust thresholds and splits if needed
      8
      Edit Fees if needed

      Deactivate a Current Plan

      9
      Locate plan to deactivate here
      10
      Click "Toggle Dropdown"
      11
      Click "Deactivate"
      12
      Click "OK"
      13
      Click "OK"