Watch how to have NextAgency add a sub-agent's split to a case automatically whenever an imported commission statement names them.
In this video:
- Turning on Auto-Apply Split on a sub-agent's split schedule
- Adding the sub-agent's NPN on their Licenses tab
- Mapping the Sub-Agent Name and Sub-Agent NPN columns on a commission import
- Finding the Auto-Applied split on the case
Prefer to read? See NextCommission: Auto-Applying Sub-Agent Splits.
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