Commission Detail - Action Buttons
13 steps
|
59 seconds
Commission Tree
1
From the Commission Detail Page of the Transaction, click the "View Earned Commission" button.
2
The table shows every line item for any calculations within the transaction.
3
View what commission split % agent is currently at
4
Click "Close"
View/Change Commission Schedule
5
Click the eyeball icon to view Commission Schedule details.
6
Review the commission schedule settings.
7
For Accumulation plans - view their current accumulation production.
8
Review Commission Schedule Fees Attached.
Switch Commission Schedule
9
Click "Switch Commission Schedule"
10
Using the dropdown menu, select from available plans on the agent's profile.
11
Click "Save"
12
Click "OK"
13
Click "View Fees Detail".
