Assigning Adviser Splits
Go to Contacts and filter by Employees
From here, select the appropriate employee, then select Actions and Update basic details.
This brings up the following sidebar. Scroll to the bottom of this to see where you can select the desired adviser split. Once selected, press save and you're good to go!
Information on Setting Up Splits is available here
From here, select the appropriate employee, then select Actions and Update basic details.
This brings up the following sidebar. Scroll to the bottom of this to see where you can select the desired adviser split. Once selected, press save and you're good to go!
Information on Setting Up Splits is available here
Updated on: 29/09/2023
Thank you!