Member's Zone - For Sales Agents

Help center for sales agents who use CommissionCrowd

Laura McGregor avatar Alistair Robinson avatar Ryan Mattock avatar
13 articles in this collection
Written by Laura McGregor, Alistair Robinson, and Ryan Mattock
How To Use CommissionCrowd (In-App Functionality)

Accessing Your Files

How to access important files from the companies you're working with
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Written by Ryan Mattock
Updated over a week ago

Invoice Manager + Updating Payment Details

How to raise invoices and update your bank account details for your commission payments
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Written by Ryan Mattock
Updated over a week ago

Searching For Sales Opportunities

How to search for sales opportunities
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Written by Ryan Mattock
Updated over a week ago

Settings

How to access and update your personal settings
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Written by Ryan Mattock
Updated over a week ago

Contract Manager

How to sign and manage your contractual agreements and get paid your commissions directly into your bank account
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Written by Ryan Mattock
Updated over a week ago

Quick Add

Quick Add for new Leads, Events, Files, Contacts and Tasks
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Written by Ryan Mattock
Updated over a week ago

Adding & Assigning Leads

How to create leads and assign them to sales opportunities you're working on
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Written by Ryan Mattock
Updated over a week ago

Messages And Conversations

How to access your messages and conversations
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Written by Ryan Mattock
Updated over a week ago

Sales Pipeline

How to use your sales pipeline to keep your leads organised
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Written by Ryan Mattock
Updated over a week ago

Applications Screen

View the sales opportunities you've applied to and connect with companies who have approved you
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Written by Ryan Mattock
Updated over a week ago

Training Tasks

How to access your training tasks set by companies you work with
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Written by Ryan Mattock
Updated over a week ago