Setting up sales rep commissions in RB8

For RB8 to properly calculate commissions for your sales representatives, you must first set up 3 items for each sales rep:

1. Commission amount in the sales rep’s Resource screen
2. Links to clients the sales rep earns commissions from
3. Service items the sales rep earns commissions on

In this RB How-To video, Jason Yee, OMTI’s Client Support Manager, demonstrates the 3-step process of setting up sales rep commissions in RB8:

If you have difficulty viewing the video, watch it on YouTube.