Q&A - Setting up subzones with franchises
Posted by on March 21 2013 06:16 PM

Q: I want to setup a system where there are subzones with franchises where I can provide a portion of the fees to that business, and then under that I wanted to have field sales reps. 

A: If you own all of the sub-zones, then you can use the Office Location field on each member's account to filter the various sub-zones when running reports. But if you want to have enhanced functionality with franchises or licensed agents that own the exchange or are partners with you, and you want each to be a separately managed exchange that you can oversee and manage with one login, then you will want to use the Network or Clearinghouse option where you can add as many separate exchanges as you want. In this way, each exchange can be separately managed, you can have unlimited brokers or agents in each exchange, you can manage commission structures and run separate reports for each exchange, etc. And, as you are the super-admin, you can manage all exchanges with one login.

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