For RB8 to properly calculate commissions for your sales representatives, you must first set up 3 items for each sales rep:
- Commission amount in the sales rep’s Resource screen
- Links to clients the sales rep earns commissions from
- Service items the sales rep earns commissions on
In this RB How-To video, Jason Yee, OMTI’s Client Support Manager, demonstrates the 3-step process of setting up sales rep commissions in RB8:
If you have difficulty viewing the video, watch it on YouTube.