General
Synchronization of Current Time in Commission Process History with Report Time Zone
Commissionly has incorporated current time into Commission Process History ensuring consistency with the report time zone. When you navigate to your profile page by selecting the Settings icon at the top of the screen, you will notice that the time ...
How to view all of a commission’s or target’s information on a single page
Go to the target or commission and click the action button to find the 'Single Page View' button. Click the button to view all the commission’s or target’s information.
How to change the website layout with the profile bar
The profile bar provides quick access to the support portal as well as profile and subscription pages as well as some layout options. Click the profile dropdown icon. Find the support, profile, and subscription pages on the left of the bar. Find ...
How to set up two-factor authentication
Go to 'Two-Factor Authentication' within 'Settings'. Check the box to make two-factor authentication compulsory for all users. Choose whether authentication is via Email or SMS. A user email or phone number are required depending on the selected ...
How to view login history
Login History is a feature that allows you to view all the logins made by your team as well as the date, time and whether or not they were able to login successfully. Go to 'Settings' > 'Login History'. 2. Here, you can view all the login history of ...
How to set up concatenation fields
The purpose of the concatenation feature is to link two or more fields together to create a new string. Go to 'Settings' > 'Opportunities' and click on 'Add Field'. To set the field type, select the 'Concatenate' check box, fill in code to create the ...
How to set up notes
Notes gives the option to add notes to specific sections of the website for the purpose of commenting on specific topics for other users to see. Click on the notes button at the top right of the page. Click the '+' button to create a new note. Create ...
What ongoing support do you have?
We provide support through both email and live chat. We have a knowledge base with many articles and videos explaining all of our features. We can also do one-to-one support on demand.
How to get help with setup in Commissionly?
Please feel free to reach out to us, and our team will be delighted to assist you with the setup process. You can contact us at support@commissionly.io.
How long is the trial version for?
The trial lasts for 30 days.
Can Commissionly cater to my particular industry?
Yes, Commissionly is a flexible system, designed to cater for most sales structures across many industries. Currently, we have clients in Medical, Finance, SaaS and Recruitment to name a few. Please speak to us about your particular needs.
My sales team is split in different geographic locations. Can Commissionly cater to that?
Yes, we have a teams and territories feature in Commissionly.
What if I just want access to Commissionly for an administrator only?
You can decide to provide access to Commissionly for an administrator only if you wish. Check our pricing page for further details on the subscription rates for administrator access only.
How to register or sign in to Commissionly with LinkedIn
Go to the website www.commissionly.io. Click on the button 'Register Here'. Click on the button 'LinkedIn'. Type in email and password for LinkedIn and click on 'Sign in'.
Customisations
We are happy to fulfil your customisation needs. These will be quoted on an ad-hoc basis. To request a customization, simply reach out to us at support@commissionly.io and we will be happy to help.