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Commission Types

Boni Newberry avatar
Written by Boni Newberry
Updated over 9 months ago

What are Commission Types?

Commission Types are used to organize the different compensation methods paid to agents.

For example, your account is pre-configured with the following commission types:

  • Commission

  • Bonus

  • Fee

🔍 Tip: To learn more about managing Commissions for your organization, please visit our Commissions article.

Adding New Commission Types

  1. From the left-side main menu, click the Settings tab > Advanced Setup

  2. Select the Commission Types section > click the +New button

  3. Complete the New Commission Type form

    1. Name

    2. Description Optional

    3. Position

    4. Click Save

Edit Existing Campaign Types

  1. From the left-side main menu, click the Settings tab > Advanced Setup

  2. Select the Campaign Types section

  3. Go the three dot Action Menu > select Edit for the campaign type you wish to edit.

  4. Complete the Edit Campaign Type form

    1. Name

    2. Description Optional

    3. Position

    4. Click Save.

🔍 Tip: Commission Types can also have configured workflows to each Commission Type. To configure a workflow, simply click into the respective appointment type and click +Add in the workflow template window. Learn more at Workflows.

Merge Commission Types

  1. From the left-side main menu, click the Settings tab > Advanced Setup

  2. Select the Commission Types section

  3. From the Commission Types page > click

  4. Complete the Merge Commission Types form

    1. Merge From

    2. Merge To

    3. Remove original after merge recommended

    4. Click Merge

🛑 IMPORTANT! Please use the Merge feature with extreme caution. Objects merged cannot be un-merged.

Related Articles
Appointment Types
Channel Types
Cost Types
Campaign Types
Event Types
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