If more than one person helps bring in a customer, your CRM can now track commission splits more clearly and fairly. This makes it easier to reward the right promoters, avoid manual fixes, and keep your payout records aligned with how each sale actually happened.

📌 Why This Matters

For small business owners, referral and partner payouts can get messy when several people influence the same sale. Clear commission tracking helps you avoid disputes, save admin time, and make sure your numbers reflect real contribution, especially when a customer changes plans later.

✨ What’s New

• 3-way commission splits: Commissions can now be automatically divided across up to 3 promoters when multiple people contribute to the same customer.
• Smarter downgrade handling: If a customer moves to a lower plan, commission splits are recalculated based on actual contribution so payouts stay aligned with the customer’s current plan.
• Applies to eligible records: This works for new leads and existing leads that do not already have commission splits assigned.
• More flexibility ahead: This update supports more advanced commission-sharing setups over time, with additional migration support planned for older records that need 3-way splits.

🛠️ How to Use It

1. Step 1: Review your referral or promoter setup inside your CRM and confirm which people should receive commission when a sale involves multiple contributors.
2. Step 2: For new leads, allow the system to assign commission splits automatically when up to 3 promoters are tied to the same customer.
3. Step 3: Check existing leads that do not yet have commission splits if you want them included under the updated rules.
4. Step 4: When a customer changes to a lower plan, review the updated commission breakdown so your payouts stay accurate.

💡 Pro Tip

If referrals play a role in your sales, accurate commission splits help you protect margins and keep partners motivated to send more business your way.