The Activity Name should describe the event. For example it might be Phone Calls or Finding Leads.

The owner is the person who will be the recipient of the commission.

A free text field for you to add some information pertaining to this event.

The remote module is required for us to track changes to products in our system. Please choose the closest described module from the list below.

This must be the unique ID linked to the record in the other system. This is usually called ID.

The remote module is required for us to track changes to companies or accounts in our system. Please choose the closest described module from the list below.

The remote module is required for us to track changes to people and contact in our system. Please choose the closest described module from the list below.

The Event Name should describe the event. For example, Lead generation phone calls for June.

Select the date range this event should cover.

The date on which the opportunity closed. The date format should be yyyy-mm-dd.

The remote module is required for us to track changes to events in our system. Please choose the closest described module from the list below.

The Parent must be a Company/Account or Person/Contact to which the Opportunity/Deal belongs. If you don't attach Parent to your opportunities in your current CRM/ERP, then please add a dummy value to ensure that this field is populated.

The opportunity name is a unique identifier to help you link opportunities or deals between your CRM/ERP system and our system. We recommend you use your CRM/ERP opportunity ID to link to this field.

The current status of the opportunity. An opportunity needs to be in status Won for it to be a commissionable event and the status needs to exist in Commissionly for it to be recognised by the system.

The sum total value of the opportunity against which commission will be paid.

Select the order type from the drop down menu.

A free text field for you to add some information pertaining to this opportunity.

The remote module is required for us to track changes to opportunities in our system. Please choose the closest described module from the list below.

Enter the lookup table name in which you want to create or update the data

Commissionly is the cloud based sales commission software focused solely on the small to medium business sector.

Commissionly

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