Commissionly April Newsletter

All about the newsletter - Benefits of using Commission Software, Some Features plus Tips and Tricks

April is here, and with spring in full bloom, we’ve got some exciting stuff lined up in this month’s newsletter. Let’s shake up your commission plans, highlight features that can make your life easier, and share a few tips and tricks.

Some Tips and Tricks

How to Add a Note to an Opportunity


Adding a note to an opportunity enables you to capture essential details and updates specific to that opportunity. Follow these steps to document your information.

How to set up dashboard graphs

Take a look at this easy way to set up dashboard graphs. With a smooth and time-conscious experience, setting up a dashboard graph has never been simpler.

Quote from the Team

"At Commissionly, our focus this month is on helping you streamline your commission processes and achieve your goals. We're excited to share the latest updates that make achieving your goals even easier."

- Patrick McCarthy CO-Founder & CTO

Features Reminder

How to send the report now without scheduling

Follow the steps below to send the report immediately without creating a schedule.

Expand or collapse custom fields on the opportunity page

Find out how the system allows you to expand or collapse custom fields on the Opportunity page. This functionality is particularly useful if you are managing multiple carriers or categories, as it helps streamline the display of information.

Commissionly Blogs!

Streamlining Commission Payments in Payment Processing: How Modern Payment Technologies Can Help

Discover how modern payment technologies can help you reduce errors, increase efficiency, and improve transparency

 

The Benefits of Using Sales Commission Software for Your SaaS Business

Discover how automated commission tracking, real-time insights, and customizable commission structures can drive revenue growth and optimize sales performance.

Did You Know?

Custom Reports: We can replicate one of your internal reports in a colour scheme and layout that aligns with your preferences. In addition, we can make it exportable, enabling you to share it with your team effortlessly. Please let us know your requirements, and we'll cover the rest.

Extended Support Plan: We are now offering an add-on support package for just $200 per month, which includes an extra three hours of support from our dedicated team. This way, you can get the help you need to make the most of our services. If you're interested, just let us know, and we'll set it up for you.

About Commissionly and How to Book a Demo

Commissionly is a fully automated sales commission software that saves time and money, eliminates errors and improves productivity. Intelligent commission payments are made simple.

Click the link below to book a demo with us and find out how Commissionly can help you succeed without the hassle.