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Apto Commissions: Updating a Commission Plan

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SummaryIf you need to make edits to a standard or agent/manager plan.
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Updating A Commission Plan

  1. To update or modify an existing Commission Plan, click on Commission Plans.  If the plan isn’t under Recently Viewed, change your view to All.

  1. Open the plan and click Edit on the commission plan detailed view.

 
  1. In the Edit View, enter the new information that you want to update for any of these fields:

  • Commission Plan Name
  • ​Record Type
  • Calculate Splits
  • Calculate Commissions For
  • For the Period
  • Splits
  • Members
 
  1. Click .

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