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Commission Status Settings

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Summary
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Previous: Edit Commissions
You need admin privileges to set up which commissions need to be added to the active pipeline report. The status field in commission object is used to determine if a commission is

  1. Active pipeline

  2. Closed pipeline

  3. Dead

Using the Apto settings page, administrator can map the status of any pipeline object to that of the commission. 

  1. Click on the + sign at the end of the tabs and select Settings

  2. Select Commission Status on the left

  3. Click on Edit

  4. Update the commission status corresponding to the status of Proposal, Listing or Project and click save

  5. Any change made will be in effect for all the pipeline status change that happens in the future. If you want to apply the new mapping to the existing commission records, click update existing records. Remember that this operation cannot be undone.

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