Service Plan Renewal: "Sold By" Question

Last thing for now…. I think😅

Say the salesman sells a plan and how we do payouts they get commission on each job for the first year completed on the plan. Is there a way it automatically switches to the company after the first year of the plan is completed. So that way it doesn’t show them as a salesman after the first year.

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Upvoters
Status

Completed

Board
💡

Feature Request

Date

About 1 month ago

Author

Lance Else

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