Settings
Duplicate custom fields
If you have multiple custom fields with similar names (e.g., Sales Manager 1, Sales Manager 2, Sales Manager 3, etc.), instead of adding them individually, the system allows you to duplicate an existing field. Once duplicated, you can edit it ...
How to login as a payee
Go to 'Users' and click on the three dots of the respective payee/user you want to login as. Select the 'Login as User' button for the payee.
How to set a manager view
Go to 'Teams' from 'Settings'. Select the team to setup their view to manager. Select the payee whom data manager can view. Click on 'Save'. - Your manager will now be able to view their team's data
How to create a split type
Splits can be one of the following three types: Target Commission Target & Commission To create a split, select its type from 'Settings' > 'Commissions' > Toggle on 'Split Type' then select the split type. To change for the specific opportunity, you ...
How to hide dashboard opportunity graphs
Go to 'Settings' > 'User Management' > 'Access Manager'. Select the edit icon for the template you'd like to adjust e.g. Payee template. Select 'Hide dashboard opportunity graphs'. Click on 'Save' & 'Re-login'.
How to hide split
Go to 'Settings' > 'User Management' > 'Access Manager'. Select the edit icon for the template you'd like to adjust e.g. Payee template. Mark the 'Hide Splits Tab' checkbox. Click on 'Save' & re-login.
How to create currencies in Commissionly
Go to 'Settings' > 'Manage Currency' and select 'Enable Currency Module'. Click on 'Add New Currency' and add currency details. - Add your primary currency first, with the conversion rate at 1, and select the Valid From and To period - Add any ...
How to add two-factor authentication
Go to 'Settings' > 'Two-Factor Authentication' and mark the check-box. Click on 'Save'.
How to add a status in Commissionly
Go to 'Settings' > 'Opportunities' and click on the edit icon for the status. Click on 'Add Option'. Type in the status name and choose its color. Click on 'Save'.
How to set the date format for your location
Go to 'Settings' > 'My Profile' and select your time zone from 'Timezone' drop down. Click on 'Save'.
How to deny opportunity status changes
Go to 'Settings' > 'User Management' > 'Access Manager' and select the edit icon for the template you'd like to adjust e.g. Payee template. Select opportunity to deny. Click on 'Save'.
How to define my sales quarter start date
Go to 'Settings' > 'General' > 'Define Dates' > Select your 'Quarter Start Month', 'Working Week Start Day' and 'Working days'. Click on 'Save'.
How to change the name of a module or hide a module
Go to 'Settings' > 'Customization'. Go to 'Menu & Navigation' and customize the module name & actions. - Select 'Active' to make it active - To hide a module, deselect it under 'Active' and it will be hidden from the menu Click on 'Save'.
How to assign a field value to an owner
Go to 'Settings' > 'Auto Import Assignment' and input the field value in the column corresponding to the relevant module and assign a field value to an owner. You can list multiple column headings, separating each with a comma. Click on 'Save'.
How to customise a module
Customization includes the following on modules: Actions Add Field Edit Field Delete Field Menu and Navigation Add Future Commission Rule How to Customize an Action Rule: Go to 'Settings' > 'Customization' and select the module you would like to ...
How to create a territory
Go to 'Settings' > 'Territories' > 'Add Territory' and add a new team to the system. Click on 'Save'.
How to create a team
Go to 'Settings' > 'Teams' > 'Add Team' and add a new team to the system. Click on 'Save'.