How to Add a Qualifier to a Payment Rule

1. Go to Express > Plan > Edit Plan > Define Payment
2. Select Plan from the drop-down menu > go to the appropriate payment rule
3. Scroll down to section F and click "Add Qualifier"
4. In the drop-down menu "Select One" click "<<Add Rule>>"
5. In the drop-down menu options, select the field you are looking to use. For example, if you would like to make a rate only apply for a certain time frame, click "Opportunities - Deal Date >= 6/1/2020"
6. Click "Save/Close" > Save