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Article ID:                  4180

Subject:                    How to Setup and Use Contact/Prospect Lead Fees

Last Modified:         April 5, 2013


Applies to:                Pro Gold i2 3.xx


Purpose:  Lead Fees are used when a company gives a lead to an agent in return for a percentage of the commission.  They are a referral to the agent from the company and are handled in a similar manner as an outside referral. When a company contact is tracked in Pro Gold i2, lead fees can be added to the contact/prospect.  When the contact/prospect is linked to a property, the lead fee will be automatically added to the transaction.


Procedure:  Setup Lead Fees and assign them to company contacts/prospects.


          Setup Lead Fee Deduction

-          Main Menu => Transactions => Agents and Offices => Company Deductions icon

-          Select “LS Company Lead Fee” from the drop-down at the top of the screen.

          If “LS Company Lead Fee” is not in the list, it can be added by selecting “New” at the bottom of the screen to create a new deduction.

-          Make changes to the deduction (Name, Amount/Percent, GL Account, etc) that will be used when the deduction is taken on the Listing Side of a transaction.

-          Select “SS Company Lead Fee” from the drop-down at the top of the screen and make the changes that will be needed when the deduction is used on the Selling Side of a transaction.

-          Click “Save” to save the changes that were made and “Done” to return to the Properties menu.

          Set the Lead Fee as Default

-          Main Menu => Settings and Utilities => Company Defaults icon

-          Select the “Default 2” tab.

-          Set the “Default Seller Lead Fee” to the “LS Company Lead Fee” deduction.

-          Set the “Default Buyer Lead Fee” to the “SS Company Lead Fee” deduction.

-          Click “Save” to save the changes and “Done” to return to the Settings and Utilities menu.

          Create a Company Contact/Prospect

-          Main Menu => Lead Management => Lead Manager icon

-          Click “New” to add a new contact/prospect.

-          Enter the contact/prospect information and make sure to select “Company” as the “Origin” to classify the contact/prospect as a company contact/prospect. When the contact/prospect is linked to a property, the lead fee will automatically be added to the transaction as a deduction.

          Link a Contact/Prospect to a Property

-          Main Menu => Transactions => Work with Properties icon

-          Select the Work with Properties icon.

-          In the Property Search screen that appears, retrieve the desired property.

          Use the search options at the top of the screen to select what criteria to use in searching for a property

          Type the criteria in the field at the bottom of the “Property Search” screen.

          Highlight the desired property and click “Retrieve”.

-          Select the “Buyer/Seller” tab at the top of the property.

-          Next to the “Salutation” field of both the “Buyer Information” and “Seller Information” areas is a binoculars icon. Select the binoculars icon next to the side that the contact will appear as (IE: Buyer or Seller).

-          The “Contact Search” screen will appear.

-          Search for the contact/prospect that will be linked to this property.

-          Pro Gold i2 will ask “Do you wish to replace the current data with the data from the contact record?”. Click “Yes” to link the contact to the property.

-          The contact information will be added to the property record.

          To edit the contact record, use the “Hands” icon next to the binoculars to access the contact/prospect record in the Contacts (or Prospects)Tab.

          Note: The lead fee will be added to the “Company Deductions” list in the Comm Tree Tab of the property when “Populate Commission Tree” is selected.


References:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:



          The Enhancement HelpNet links are located on the right side of the web page.


Related articles: N/A


Keywords: Company Referral, Commission, Lead Fees, Contact, Prospect, Setup Deductions, 4180


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