Setting Up Commissions

Creating Commissions

Purpose:

The purpose of this walkthrough is to help you set up commissions inside of the Webforce CRM. 

Pre Requisites:

• WF account

• Commission percentages being applied.

Set up commissions for your sales staff. 

• On the left side menu click Settings and then Commissions.

Open

• Click new commission:

Open

• Click configure

• Here you can see there are plenty of different ways to configure your team's commission structure. A team member can get commission for:

  • Subtotal 

  • Shipping 

  • Gateways 

  • External Gateways 

  • Hard cost 

• Once you decide the structure hit continue 

• You can also give your team commissions from subscriptions. You can also decide they get no commission and can leave these fields blank.

• For the purpose of this walkthrough we are going to add commission for subscriptions

• You are able to set the percentage, and if the commission period expires and when it will. 

• Once you have decided the commission structure for subscriptions, click continue.

• Here you can decide if you want to customize the refund process when it comes to your sales staff or leave it the default. 

• Once clicking finish on the previous screen you will be able to see your commission structure. Hit Continue.

• Once everything looks correct, click finish 

• Now you will repeat the process to do Shop and Funnel. Once that is completed you will come to Settings.

• Add the name/label for your commission and the dates where the commission will be applicable 

• Once completed you can see your commissions here:

• You can easily add additional commission structure by clicking the blue plus sign in the right corner. 

Checklist:

• Log into Webforce

• Have your commission percentage in hand

• Set percentages for admin, shop, funnel

• Set commission dates

• Save changes