Edit the deal you want to add a referral to
- Scroll to Disbursement card on the deal
- To have the Referral fee removed from the Gross Commission, add your Referral fee at the Deal level
- Make sure you select Referral fee as the Label and Product/Service
Note: If you don't see your referral fee Product/Service, contact your administrator to ensure this is correctly setup at the company level.
- As mentioned before, adding the referral fee at the deal level will ensure the referral fee is deducted from the Gross Commission
- Save the deal to view the updated numbers on the Preview card
- You should now see the Deal Net value has changed and the Referral fee line item has been added