Watch how to manage the commission splits already assigned to a sub-agent from their Assigned Splits tab: end a split, change its terms, hand it to another sub-agent, or remove it.
In this video:
- Find a sub-agent's splits on their Assigned Splits tab
- Terminate a split by setting its termination date
- Update Split to change a split's terms from a switch date
- Replace Sub-Agent when someone else takes over, including what to do with Auto-Apply rules
- Remove a sub-agent from a case without a replacement
Prefer to read? See NextCommission: Managing a Sub-Agent's Assigned Splits.
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