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Assign Commission Tiers

How to create and assign commission tiers for each user

Customer_Success avatar
Written by Customer_Success
Updated over a year ago

OnCall Air gives any admin the ability to create and assign commission tiers to everyone who creates proposals in the system.

Commission Tier percentage will be applied to the Total Investment before sales tax or any special financing or rebate markups but after any Non-Interactive Discounts and Rebates.

Keep in mind, that the Commission percentage is NOT the actual commission amount that you might decide on after the proposal was accepted. It serves as the allocation that the system allows you to reserve for paying off your sales team.

How to create commission tiers:

  1. Navigate to Office >> Pricing Engine >> Commission Markup

  2. Click on Manage Tiers

  3. Scroll down to the list of Consultants

  4. Use a dropdown to assign the Commission Tier to each Consultant

  5. You can use the default 'None' option for Consultants without Commission

Example of Assigning a Commission Tier:

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