2021-05-19 Product Release

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New Features 

Note: You can read more about this at Default Sales Compensation
  1. The deal creation page has been updated to replace the Disbursement card with the Sales Entities Configuration card.



  2. You can add or remove a sales entity, change primary agents, and assign agents a deal percentage at deal creation. 

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  3. You can now create deals without applying any Compensation Plans by disabling the Apply Rules toggle. When you create a deal now, none of the existing compensation plans will apply to this deal.



  4. You can Create a deal or Create & Close a deal.



  5. You can view the agent and company split as a separate financial transfer on the Disbursement card.



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