The lead payout screen displays clients who have completed a full months payment. If you have a 1,2,or 3 payment process the sales manager can keep track by checking off the lead and "update" the pay date. The payout will be recorded and will now only be available for the next payment process if utilized. A record of
Paid Lead Report: To improve the ability to track payments to sales team members the paid lead report was created to document what sales agents to pay and when to pay based on your sales commission rules. Book a time with support to review how this report can help you.