Creating User Commissions

This article will cover how to create User Commissions. 

Setup

Navigate to Setup → Users → Commissions, New

  

Commission Rate Section

Enter data into the following fields. Fields with an * are required to be completed.

1. Label- Ex: " User Commission <10K".

2. Identifier- Ex: " User Commission <10K".

3. Description- Ex: "Under 10k user commission"

4. Commission Type-Select User 

5.  Press Apply before adding Commission Rate Logic.

 

Commission Rate Logic Section

1. Select New

2. Enter a Label Ex: <30 Days

3. Enter an age range Ex: 0-30 Days

4. Go to the Commission Rates section and enter % Ex: 10% Principal

5. Save

 

Example User Commission