Set and Manage Commission Rates for Your Deals

Set your commission rate and see the commission on each of your deals.

Before you start:

• Commission rate is a personal setting. Each user sets their own in My Profile — there's no account-wide rate.
• Your rate applies to all your won deals. For different rates on different deals, create a custom field for commission rate and lock it so team member and manager users can't edit it.

Set Your Commission Rate

1. Go to My Profile.
2. On the General tab, scroll down to the commission rate field.
3. Enter your rate and save your changes.

See Commission on Your Deals

1. Go to the Deals tab.
2. Click the Columns icon.
3. Under System Fields, select Commission.
4. Save the list view if you want the column to stick.

See Filter, Save, and Share Priority Deal Lists for saving and sharing that view.

Need help? Contact support at customercare@pipelinecrm.com.