Salesperson Commissions for New Memberships
Here's a step-by-step guide for noting the salesperson during a new signup on-site via Sales Guru to ensure that team member receives the commission associated with New Memberships in the Sales Commission Group:
- Ensure Group Creation for Commission: Go to Home > Comm. Groups and click on the '+' button in the bottom right corner to create a new group. Name the group appropriately.
- Set Commission for New Memberships:
- After naming the group, select the '%' icon for the group.
- Click on the Edit Pencil next to New Memberships to set either a percentage of the new signup's down payment or a flat rate. You can also choose to set both.
- Click Save to apply the commission settings.
- Associate Team Member with Commission Group:
- Navigate to Home > Users.
- Select the Edit Pencil next to the team member you want to associate with the Group containing the New Memberships commission rule setting.
- In the User Details tab, locate the Commission Group field and click on it to expand the drop-down list of available groups.
- Choose the group with the New Memberships commission rule setting and then Save.
By following these steps, you'll ensure that the team member who helps the new member get signed up receives the commission associated with New Memberships in the Sales Commission Group.