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Set and Manage Commission Rates for Your Deals

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Joss Rodriguez
Updated 3 days ago
Configure your personal commission rate and view commission amounts across your deals.

Before you begin:
  • Each user sets their own commission rate individually in My Profile settings — this is not an account-wide setting.
  • Your commission rate applies to all won deals by default. To apply different rates per deal, you can create a custom field for commission rate and lock it so that team member and manager users cannot edit it.
Set your commission rate:
  1. Go to My Profile.
  2. In the General tab scroll down and set your commission rate.
  3. Save changes.

View commission amounts on your deals:
  1. Go to the Deals tab.
  2. Click the Columns icon
  3. Under System Fields, select Commission.
  4. The Commission column will now appear in your deals list.
  5. Save list if needed.

Need help? Contact support at [email protected]. 
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