Q: Can I edit a fee plan after creating it?

A: No. Fee plans cannot be edited after creation. To change a fee structure, create a new fee plan with the desired settings, attach it to the relevant contacts or products (unlinking the old one first), and deactivate the old plan. Existing deals continue using their original fee plan.

Q: How do I create recurring fees (monthly, quarterly, or annually)?

A: Describe the recurring fee in the fee structure text field in plain English, e.g., "Monthly fee of $500," and click AI Parse Fee Structure. Introzy supports monthly, quarterly, and annual recurring triggers.

Q: Can I use a percentage with a recurring trigger?

A: No. Recurring triggers (monthly, quarterly, annually) only support flat dollar amounts. You cannot create a "monthly 10% fee." If you need a percentage-based fee, use a one-time trigger like Deal Created or Deal Closed.

Q: What are the payer/payee role options?

A: When creating a fee plan, the available roles for both "Who Pays Fee" and "Who Receives Fee" are: Solution Provider, Seeker, Connector, Facilitator, and Marketplace Owner.

Q: What is "Payer's Share (waterfall)" and how is it different from "Deal Amount (gross)"?

A: These are the two options for the Percentage Calculated On field when creating a fee plan with a percentage-based rule.

Q: When should I use Payer's Share (waterfall)?

A: Use it when the fee recipient (typically a Connector or Facilitator) should earn a percentage of what the paying party earned—not a percentage of the full deal. It's most commonly used for MO → Connector fee plans, where the connector's compensation is meant to be a slice of the Marketplace Owner's revenue share, not the gross deal value. If the payer has no fee plan on the deal (so their earnings aren't calculated), the fee falls back to calculating against the gross deal amount.

Q: Does "Percentage Calculated On" affect flat fee rules?

A: No. This setting only applies to percentage-based rules. Flat fee rules (fixed dollar amounts) always calculate as a fixed amount regardless of this setting.

Q: Can I attach a fee plan directly to a deal?

A: No. Fee plans are attached to contacts (People or Companies), products, or facilitators. Deals inherit fee plans from their associated contacts, products, and facilitators when the deal is created via "Send to Finance."

Q: Can I apply multiple fee plans to one contact?

A: Yes for People contacts—you can link multiple fee plans, and all of them will apply to deals with that contact (assuming no product-level fee plan overrides them). For Products, only one active fee plan is allowed at a time.

Q: Do fee plans apply retroactively to existing deals?

A: No. Fee plans only apply to new deals created after the plan is attached to a contact, product, or facilitator. Existing deals keep their original fee plan.

Q: Can a deal have multiple fee plans?

A: Yes. When a deal has multiple fee recipients (connector, facilitators, and/or contacts with linked fee plans), each recipient has their own fee plan. The Fee Recipients table on the deal page shows each person, their role, their fee plan, and the expected fee. All fees calculate independently.

Q: If a person has multiple fee plans, which one applies?

A: All of them. When a person has multiple fee plans linked, all fee plans apply to deals with that person (as long as no product-level fee plan overrides them). Each fee plan calculates independently. If you only want one fee plan to apply, unlink the others from the person, or attach the desired fee plan to the product instead (product fee plans override all person fee plans).

Q: What happens when both a person and a product have fee plans?

A: The product fee plan takes priority and overrides the person's fee plan(s). Only the product-level fee plan calculates on the deal. If you want the person's fee plan to apply, remove the fee plan from the product.

Q: Do Fee Plans generate invoices or process payments?

A: No. Fee Plans only calculate fee amounts. They do not generate invoices, send payment reminders, or process payments. Use the Deals and Invoices sections under Finance for invoicing and payment management.

Q: Why can't I delete a fee plan?

A: The fee plan is attached to active deals. Fee plans with active deals cannot be deleted—they can only be deactivated. Deactivating prevents the plan from being used on new deals while preserving historical data.

Q: What is a facilitator?

A: A facilitator is an additional person who helped make a referral happen and may receive a fee split. Facilitators are separate from the connector. You add facilitators on the referral opportunity slideout in the Referral Opportunities pipeline by clicking "+ Add Facilitator." For full details, see Understanding Facilitators.

Q: What's the difference between a connector and a facilitator?

A: The connector is the person who created the referral—they appear in their own Connector section on the slideout and cannot be edited or removed from the connection. Facilitators are additional people you add manually to the Facilitators section. Each facilitator can have their own fee plan and can be added or removed at any time.

Q: How do I set a default facilitator fee plan for someone?

A: When editing a facilitator's fee plan on a referral opportunity slideout, check the box labeled "Also set as their default facilitator fee plan." This saves the selected fee plan as that person's default, so it will be pre-selected the next time they're added as a facilitator. There is no separate field for this on the contact detail page—it can only be set through this checkbox.

Q: Can I add facilitators on other pipeline types?

A: No. Facilitators are only available on the Referral Opportunities pipeline. Integration Partners and Partner Network pipelines do not have facilitator functionality.

Q: How do I identify which fee plans are for facilitators?

A: On the Fee Plans list page, look at the Payer → Payee column. Facilitator fee plans show "facilitator" as the payee (e.g., "marketplace owner → facilitator"). There is no separate filter or tag for facilitator plans—use the Payer → Payee column to identify them.

Q: What happens if I don't assign a fee plan to a facilitator?

A: The facilitator will still appear on the connection, but no fee will be calculated for them when the deal is sent to finance. You can add a fee plan at any time by clicking Edit on their row in the Facilitators section.

Problem: The delete button doesn't appear, or you see a message that the plan cannot be deleted.

Solution: The fee plan is attached to active deals. Instead of deleting:

Problem: When using AI Text Mode, you see a "Low Confidence" warning after parsing.

Solution: The AI had trouble understanding your description. Try:

Problem: You try to attach a second fee plan to a product and see the error: "Failed to link fee plan. This product already has a fee plan linked. Please unlink the existing fee plan first."

Solution: Products can only have one active fee plan at a time. To change the product's fee plan:

Note: People (contacts) CAN have multiple fee plans attached. This limitation only applies to products.

Problem: You need to modify a fee plan that's already created.

Solution: Fee plans cannot be edited after creation. To change a fee structure:

Problem: You don't see a Facilitators section on your opportunity slideout.

Solution: Facilitators are only available on the Referral Opportunities pipeline. If you're looking at an Integration Partners or Partner Network opportunity, the Facilitators section will not appear. Switch to Referral Opportunities to use facilitator functionality.

Problem: You added a facilitator with a fee plan, but after Send to Finance, they don't appear in the deal's Fee Recipients table.

Solution: Check these common causes:

Problem: A facilitator has a different fee plan than you expected.

Solution: Someone may have overridden the default on this specific connection. Open the referral opportunity slideout, find the facilitator, and click Edit to see which fee plan is currently assigned. The modal will show the current selection. If you want to change it AND update their default, check the "Also set as their default facilitator fee plan" checkbox before saving.

If you need fee structures more complex than what the AI fee parser supports, contact support for assistance. Provide details about your specific fee requirements and the support team can help determine if it's possible within the current system.