Once you've created a fee plan (see Fee Plans: Overview & Setup), you need to attach it to contacts, products, or facilitators so Introzy knows when and where to calculate fees. This article explains how to apply fee plans at each level and how Introzy determines which fee plans take priority when multiple plans exist.
Three Levels of Fee Plan Application
Contact-Level
Attach a fee plan to a specific contact (Person or Company) so all deals with that contact automatically inherit this fee structure.
Go to the contact detail page (People or Companies)
Find the Fee Structure section
Click + Link Fee Plan
Select a fee plan from the dropdown
Key details:
People contacts can have multiple fee plans linked—all of them will apply to deals with that contact (unless a product-level fee plan overrides them)
Products can only have one active fee plan at a time
To change a fee plan on a contact, you must first click Unlink on the existing plan before attaching a new one
Product-Level
Attach a fee plan to a specific product so all deals for that product automatically inherit this fee structure.
Go to the product detail page
Find the Fee Structure section
Select or create a fee plan
Key details:
Products can only have one active fee plan at a time
If you try to attach a second, you'll see: "Failed to link fee plan. This product already has a fee plan linked. Please unlink the existing fee plan first."
Click Unlink on the existing plan before attaching a new one
Facilitator-Level
Assign a fee plan to a facilitator on a specific referral opportunity. This is done from the referral opportunity slideout in the Referral Opps pipeline.
Open a referral opportunity from the Referral Opps pipeline
Find the Facilitators section on the slideout (below the Connector section)
Click + Add Facilitator to add a person
Once added, click Edit next to the facilitator's fee plan name to assign or change their fee plan
For full details on adding facilitators, assigning their fee plans, and how they work with deals, see Understanding Facilitators.
Key details:
Facilitator fee plans are set per-connection, not per-contact
You can override a facilitator's default fee plan on any individual connection without affecting their default
There is no separate "facilitator fee plan" field on the contact detail page—defaults are set via a checkbox in the Edit modal on the referral slideout
Important Rules
Fee plans must be attached at the product, contact, or facilitator level—they cannot be attached directly to individual deals
When you create a deal (via "Send to Finance"), it inherits fee plans from the associated contacts, products, and facilitators
Each contact or product can only have one active fee plan at a time
To change a fee plan on a contact or product, you must first unlink the existing plan before attaching a new one
Facilitators can have their fee plans changed per-connection without unlinking—use the Edit button on the facilitator row
Understanding Fee Plan Priority
When a deal is created, fee plans may come from multiple sources. Here's how Introzy determines which fee plans apply:
Priority Order:
Product fee plan (highest priority) — If the deal's product has a fee plan, it overrides all person-level fee plans
Person fee plan(s) — If no product fee plan exists, all fee plans linked to the people involved in the deal apply. If a person has multiple fee plans, all of them calculate independently.
Facilitator fee plans — Facilitator fee plans always apply in addition to product and person fee plans. They do not override or get overridden by other fee plan levels.
Priority Examples
Example 1: Product fee plan exists Sarah (connector) has "10% Commission" attached. The product "Enterprise Package" has "Flat $500" attached. The deal uses the product's "Flat $500" plan—Sarah's "10% Commission" is ignored.
Example 2: No product fee plan Sarah has "10% Commission" attached. The product has no fee plan. The deal uses Sarah's "10% Commission" plan.
Example 3: Person with multiple fee plans Sarah has both "10% Commission" and "$100 Per Lead" attached. No product fee plan exists. Both fee plans apply to the deal and calculate independently.
Example 4: Facilitator on the deal Sarah (connector) has "10% Commission" attached. Kevin is a facilitator with "5% Facilitator Cut" assigned. Both fee plans apply—Sarah gets her 10% commission, and Kevin gets his 5% facilitator fee. These are independent calculations.
Example 5: Product fee plan + facilitator The product has "Flat $500" attached. Sarah (connector) has "10% Commission" attached. Kevin is a facilitator with "5% Facilitator Cut" assigned. The product plan overrides Sarah's person-level plan, so the deal uses "Flat $500" for the product fee. Kevin's facilitator plan still applies independently—facilitator fee plans are never overridden by product-level plans.