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Commission Tracking in Housing Market CRM

Tutorial 169 of 181 · 52 s

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Deals and commission, part of the Housing Market CRM Business plan, tracks every deal with its value, currency, commission and how the commission is shared. This tutorial reviews a won deal with a percentage commission split between an agent and a partner agency, creates a new deal with a value in US dollars and a 3 per cent commission, sets how it is split, and changes a deal’s status. The Forecast tab then shows what is expected to close and when, so an office can see its pipeline in money as well as in leads.

In this tutorial you will learn

  • Where Deals and commission is
  • How to create a deal with value and commission
  • How to split commission between agents and partners
  • How to change a deal’s status
  • What the Forecast shows

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Deals in the left menu.
  3. Each deal shows its value, commission and split.
  4. Click New deal.
  5. Give the deal a name.
  6. Enter the value.
  7. Set the currency, commission basis and expected close.
  8. Save the deal.
  9. Use Commission split to share it with others.
  10. Change status as the deal moves on.
  11. Open Forecast to see what should close, and when.