This article will assist you with steps on how to split an agreement between sales employees during agreement write up and after the agreement write up process.
Please Note:
- To see your staff commission setup go to Setup > Staff > Commission Tiers and checkout our help article How-to: Setup Staff Commission Tiers to learn more.
Content:
How-to: During Agreement Write-up
How-to: After Agreement Write-up
How-to: During Agreement Write-up
1. Go to Main > New Agreement.
2. After lookup member/prospect, by name, select sales package from available list.
3. On Step 1 of Agreement Set up, scroll down to Assign Staff and from drop down choose staff member to split with.
4. After completed, click SAVE AND GO TO STEP 2 - Review & Finalize.
How-to: After Agreement Write-up
1. Look Up Member/Prospect.
2. Select and click on Agreements > Full Details.
3. Click on edit pencil by Sale Split With and select staff member.
4. After complete, click Update.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Member Management : Managing Agreements - Can view member agreements
- Writing Up New Agreements - Can write up new agreements