Agency Lead Commissions

The commission ledger marks every commission whose client came from a lead your agency provided. Agencies use it to judge advisors on the bookings they found themselves, for example when staff, coaches and booking partners receive leads that other advisors do not.

Only owners and admins see it. Advisors never see the mark and cannot change it.

What counts as an agency lead

A lead counts when either is true:

• It came in through your agency booking request form. A form owned by an owner or admin counts. An advisor's own booking form, and any Lite booking form, does not.
• You or your staff assigned it to an advisor. An owner, admin or support staff member handing a lead to somebody else counts. Taking a lead yourself does not, and neither does a lead an advisor adds for themselves.

Which bookings are marked

• The booking made from the lead
• Later bookings with the same client, for 12 months after the lead came in
• Both kinds of commission: filings from Lite advisors, and bookings made on trips in the full app

A booking made before the lead came in is never marked.

Possible agency lead. When a booking is not linked to the client record but the client's name matches a lead the same advisor was given, it is marked Possible agency lead instead. It does not count as an agency lead until someone confirms it.

New and changed commissions are checked overnight.

Finding them

1. Go to Commissions → Ledger and pick Everything
2. Open the Any lead source filter and choose Agency leads, Possible agency leads or Not from an agency lead
3. Click Export CSV to download them. The file has an Agency lead column

The filter appears once at least one commission in the ledger is marked.

Confirming or changing a mark

Open any commission. The Lead source section shows whether it came from an agency lead and why.

• Confirm agency lead turns a possible match into an agency lead
• Not an agency lead removes the mark
• Mark as agency lead marks a commission the check did not catch

Your choice is kept. The overnight check never changes a commission someone has marked or cleared by hand.