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Article

Updating a Commission Plan

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Summary
-

Previous: Creating an Agent and Manager Commission Plan

 

  1. To update or modify an existing Commission Plan click Edit on the commission plan detailed view.

    Edit Plan .jpg
 
  1. In Edit View enter the new information that you want to update for the fields:

    1. Commission Plan Name

    2. Record Type

    3. Calculate Split

    4. Calculate Commissions For

    5. Splits

    6. Members

    Edit Plan 2.jpg
  1. Click Save to save the updated record.

    Save Edits.jpg

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