Opportunities
Filtering the opportunity list by Commission tab fields
The system enables filtering of the opportunity list using values from the Commission tab, allowing opportunities to be narrowed down based on specific commission-related criteria. By adding fields from the Commission tab to the filters, the system ...
How to locate an opportunity field with the search feature
When managing numerous opportunity fields on the Opportunities page, it can be challenging to quickly locate a specific field. The search feature simplifies this process, allowing for efficient field searches. To use the search functionality, ...
Lock and unlock individual opportunities
This feature allows unlocking or locking opportunities regardless of whether commissions or periods are locked or unlocked. 1. Unlocking opportunities when commission are locked If commissions are locked but changes need to be made to an opportunity ...
Field Validation Process
To validate a field, follow the steps below: 1. Navigate to Settings, then select Opportunities (Residuals) under the Customization section. 2. Locate the field to be validated and click on Edit. 3. Tick the box next to Validation to enable ...
How to add and manage tasks on opportunities
Adding and managing tasks within opportunities is a highly beneficial feature for staying organized and ensuring nothing is missed. Follow the steps outlined below to effectively add and manage tasks: 1. Navigate to the Opportunities section from the ...
How to add a note to an opportunity
Adding a note to an opportunity enables you to capture essential details and updates specific to that opportunity. Follow these steps to efficiently document your information: 1. Navigate to the Opportunities section from the Main Menu. 2. Select the ...
Disconnect Owner from Status
The system links the Owner with the latest status. When the owner name in the status is changed, the owner of the opportunity is updated to match the status owner. Our new feature, however, allows you to disconnect the owner from the status. To ...
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 a split to the opportunity
1. Click on the Opportunities and select the opportunity. 2. Under the Splits tab, click on Add Split. 3. Select the person and click on Add Person. 4. Add split percentage.
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 ...