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.
Click new commission:
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