Estimated Time of Completion: 2 Minutes

 

Download and save the report

  • Go to Dash
  • Click on Reports, then Compensation, then iVantage: Link to VantagePoint
  • Click on the Commission tab from the top menu
  • click on Export XLS to download the report
  • Save the file to your computer as a CSV (Select CSV from Save As Type)
  • If you have multiple locations or reports, then repeat the above steps for each location/report

 

Upload to AgencyZoom

  • Click My Agency
  • Click Run Comp
  • Upload the saved report(s) when prompted 
  • After uploading the report, please select Review and fill in the missing drop-down menus
  • Once all of the missing drop-down menus are complete, exit out of the "review" window and select Next to finish

 

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