Salesperson Commissions for New Memberships

Here's a step-by-step guide for how to assign sales credit for new memberships in Sales Guru.


Ensure Group Creation for Commission: Go to Home, select 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 and select 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.



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