A sub-agent hierarchy lets you build a tiered reporting structure for your sub-agents, so commission splits roll up through the right chain automatically. Here's how to build one and assign it to a case's commission split.
In this video:
- Start a new hierarchy from Sub-Agents > Hierarchies > New Hierarchy
- Set each tier's sub-agent, product type, commission rate type and commission split
- Add a tier that reports to the one above it, then save the hierarchy
- Apply the hierarchy to a case from Split > Manage Split Settings with Assign based on Hierarchy
Prefer to read? See NextCommission: Building a Sub-Agent Hierarchy.
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