Assign new Commission Plan from Library
15 steps
2 minutes
Steps to Assign new Commission Plan
1
From the "Transactions" tab, navigate to "Commission Schedules"
2
Click the "Commission Schedule Library" button.
3
Search for the desired Commission Schedule in the library and click on the "Action" button.
4
Click "Toggle Dropdown arrow"
5
Click "Apply Plan"
6
Search for Agent name looking to assign commission plan
7
Check this box if looking to make the default (primary) plan
8
Enter the start and end date of plan
9
Click "Apply Options"
In the next step, you can select whether the plan should automatically reset the back production and split based on the end date. It can also be specified whether this plan should be applied to any open transactions the agent currently has.
10
Click "Submit"
11
Click "OK"
Confirm Plan Has Been Successfully Added
12
Click "COMMISSION SCHEDULES LIBRARY"
13
Click "COMMISSION SCHEDULES"
14
Search agent name in this field
15
Confirm you see new plan assigned to Agent
