Commission
Trying to find an easier way to figure commission than what I am doing now. We do not have our accounting system integrated. Right now I am looking at reports for the sale person and then typing everything in an excel sheet. I am sure there is an easier way to do this that I just can't think of . Please help!
Answers
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If you integrate with Zapier you can do calculations there and then send back the commission value to a custom field in Pipedrive and make reports if you have a Professional licens.
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Check out @Paul Minors awesome video on how to track costs or commissions in PD
https://www.youtube.com/watch?v=DZV4mep5kAg
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Boris Tsibelman said:
Check out @Paul Minors awesome video on how to track costs or commissions in PD
https://www.youtube.com/watch?v=DZV4mep5kAgThanks for the plug Boris!
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Boris Tsibelman said:
Check out @Paul Minors awesome video on how to track costs or commissions in PD
https://www.youtube.com/watch?v=DZV4mep5kAgIs there a way to make the custom field on visible to me? I do not want everyone in the company knowing what all the sales team is getting
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Boris Tsibelman said:
Check out @Paul Minors awesome video on how to track costs or commissions in PD
https://www.youtube.com/watch?v=DZV4mep5kAgUnfortunately there is not [at the moment]
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@Rebecca Wallace are you still looking for a solution to calculate commissions?
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Hi @Rebecca Wallace ; check out the formula fields feature that Pipedrive released earlier this year.
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