Dealer-owned configuration
Compensation categories and related rules describe how the dealer classifies eligible quote outcomes. Keep names and effective settings aligned with the dealer's approved compensation policy.
Safe change process
- 1Review the current category and active period.
- 2Confirm the affected roles, products, or outcomes.
- 3Enter the approved rule values.
- 4Test against known examples before using the change for a payout period.
- 5Document the effective date outside free-form customer notes.
Historical records
Published or approved compensation records preserve their period context. Changing current setup should not be used to rewrite a closed payout without the dealer's formal correction process.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.