Adding a new Commission through the Commission Tracker
Adding a new
commission to AGENTVIEW CRM is a vital process for tracking and compensating
agents for their sales and services. Here's a brief description of how to
accomplish this task:
To add a new
commission, click on the button that reads “Add Commission”.
Here you can
fill out the form by filling out the following fields.
Commission
Name: Here you can enter
the name you with to call this commission. Example: 123 Main St.
Select
Type: Here you can
select the type of commission you are creating. You can select from the following
options.
-
Purchase
Listing
-
Listing
for sale
-
Listing
for lease
Transaction
Status: Here you can
select the status of the commission. You can select from the following options.
-
Active
-
Pending
-
Sold/Leased
-
Expired
Selling
Price: Enter in the
selling price of the unit in question. (When entering
the dollar amount, you do not need to ass the $ sign)
Commission
Type: Enter the type
of commission for this unit. You can select from the following.
-
Commission
o
When
selecting Commission, you will need to enter the following information.
§ Your commission % amount (Only enter the number value) Once the % amount is
entered, AGENTVIEW will calculate your commission amount.
-
Amount
o
When
selecting Amount, enter in the commission dollar amount (Only enter the dollar value).
Assign A Property
To This Transaction (Optional): AGENTVIEW allows you to tie your commission to a property
transaction that you created under your contact profile. This is optional
and it not required to create the commission.
Assign A Contact To This Transaction (Optional): AGENTVIEW allows you to tie a contact from your CRM Contact on to the commission. This is optional and it not required to create the commission.
Once the
information has been entered you can click on the “Create” button to
build your commission. Your commission will then be displayed on the “My
Commissions” section.