How to Add a Referral Fee to a Deal

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  1. Edit the deal you want to add a referral to

  2. Scroll to Disbursement card on the deal

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  3. To have the Referral fee removed from the Gross Commission, add your Referral fee at the Deal level

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  4. Make sure you select Referral fee as the Label and Product/Service

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    Note: If you don't see your referral fee Product/Service, contact your administrator to ensure this is correctly setup at the company level.
  5. As mentioned before, adding the referral fee at the deal level will ensure the referral fee is deducted from the Gross Commission

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  6. Save the deal to view the updated numbers on the Preview card

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  7. You should now see the Deal Net value has changed and the Referral fee line item has been added

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