Opportunities
How to select all opportunities
If you need to select all opportunities, for example, for bulk updates or processing, you can choose to select all from the first page or select all the records that are in the system. 1. To select all from the first page, click on the 'Select All' ...
How to bulk update opportunities
If you need to update the number of opportunities with the same value, utilize the bulk update feature by following these steps: - navigate to Opportunities in the Main Menu - select the opportunities requiring updates - click on 'Bulk Update' - ...
Adding a help note to custom fields
The system offers the option to add an explainer pop-up to custom fields. To utilize this feature, follow these steps: 1. Navigate to Settings > Opportunities > Actions > Edit 2. Input a field description within the designated Notes section 3. Save ...
Opportunities log list
The system enables you to review all changes made to the opportunity. Clicking on 'Audit Log' tab opens a table displaying the complete opportunity change log history.
Background process opportunities for custom period
Commissionly gives the possibility to process opportunities for custom period. To accomplish this: 1. Select "Opportunities" from the main menu 2. Navigate to the blue 'Process' button 3. Choose Background Process Filtered Opportunities 4. Pick the ...
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 ...
How to customize field type colors
Go to 'Settings' > 'General' > 'Custom Field Colors'. Set the colors of each field and click 'Save'. Fields will be underlined with the selected color in opportunities.
How to activate and edit micro graphs
Go to 'Settings' > 'Opportunities'. Under the 'Settings' tab toggle on 'Micro Graphs'. Go to 'Opportunities' to view the micro graphs. Click the gear icon to set the date range and values of the graphs.
How to truncate fields in opportunities
Truncation allows the shortening of opportunity fields. Go to 'Settings' > 'Opportunities' and click 'Add Field'. Add the field name, select the 'Truncate' field type, and select the number of characters to truncate from either left to right. It is ...
How to add or update opportunity details
How to Add an Opportunity: Click on 'Opportunities' > '+'. Add in opportunity details in the relevant fields and save. How to Update Opportunity Details: Click on 'Opportunities' and select the Opportunity to update it and click on the fields to ...