Background process opportunities by status

Background process opportunities by status

Commissionly provides the opportunity to customize the processing of opportunities based on their status. To accomplish this:

1. Choose "Opportunities" from the main menu

2. Go to the blue 'Process' button

3. Opt for Background Process Filtered Opportunities

4. Select the desired status or statuses if you wish to process opportunities with different statuses

5. Specify the status date if applicable

6. Click on 'Select and Process'

Once the processing is completed, the system will notify you by email.