Users can apply commission schedules to multiple Agent profiles at one time by using the new Apply Plan button option. From the Commission Schedule Library page, users can select the plan to be applied, then click Apply Plan. This button forwards users to a page where they can search for agent(s) by their name or office location, add specific details such as the start and end dates for the pre-selected commission schedule, and identify it as the default plan (if necessary).
Required Modules: Commissions
User Permission Levels: Admin, System