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Trace the sale
Keep the customer and order context close to the commission record.
Keep commission information tied to the sales activity that generated it.
Review commission information alongside sales activity and order context, so reps and managers can follow what has been earned, billed or paid.
When commission details are reviewed alongside the sales and order information behind them, teams have a clearer starting point for resolving questions and following status.
Keep the customer and order context close to the commission record.
See commission activity in the stages available in your reporting view.
Give reps and managers a common place to discuss commission details.