Save for Later
This guide was created with Scribe in
57 seconds.
Sign in and create your own!
Manually Renew Commission Schedule
0 step
|
57 seconds
1
 of 3
Renew a Commission Schedule
Make Edits to Renewed Plan
Deactivate a Current Plan
Renew a Commission Schedule
1
Click "Commission Schedules"
Zoom Saved
2
Search for agent to Renew plan
Zoom Saved
3
Click here on the plan being renewed
Zoom Saved
4
-Update Plan name -Set start and end date -check if this new plan should apply to agents current pending transactions
Zoom Saved
5
Click "OK"
Zoom Saved
6
Click "OK"
Zoom Saved
Make Edits to Renewed Plan
7
Adjust thresholds and splits if needed
Zoom Saved
8
Edit Fees if needed
Zoom Saved
Deactivate a Current Plan
9
Locate plan to deactivate here
Zoom Saved
10
Click "Toggle Dropdown"
Zoom Saved
11
Click "Deactivate"
Zoom Saved
12
Click "OK"
Zoom Saved
13
Click "OK"
Zoom Saved
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe