Once deal has settled, it needs to be marked as Settled/Post to commissions. This will have two effects:
Reporting visibility for settled deals
Commission system will be notified (where linked with Salestrekker)
IMPORTANT: Before proceeding:
Please make sure you have revoked Client Portal access.
In case you don't know the loan account number required for posting to commission, please hold off from settling the deal until you acquire the number.
In the case you don't have the number at the moment of deal settlement, yet you need to post the deal to commission, please add '0000' for the loan account number.
The process is as follows:
Go to deal view and click on the pen icon
Choose Settled/Post to Commissions option from drop down
Complete the following screen by checking/adding:
Check the date is the correct settlement date (A)
Add a note to be saved in a deal (B). This can be anything relevant to settlement.
Ensure loan details are correct (C)
Add loan account number (D).
Add a referral partner if already they are required to get paid as well (E). You can add multiple referrers.
Once commission is paid, mark it as Won/Paid
Won deals will disappear from workflow view and can be viewed again by filtering deals by won status.
Settled deals become locked, if you receive the loan account number after settling the deal, please add the number to the loan details from the contact's Finance Profile.
See the video below for more details: