Summary
Learn how commission payment stage date reached auto alerts work and how to set them up so you are notified when a commission payment stage becomes due.
This article covers:
Overview
Commission payment stage date reached auto alerts notify users when a commission payment stage reaches its due date.
They are designed to ensure commission milestones are not missed by automatically prompting the appropriate users when action may be required. These alerts help streamline commission workflows, reduce manual tracking, and improve visibility of payment timelines across sales teams.
Set up commission payment stage date reached auto alerts
Commission payment stage date reached auto alerts are configured in system settings and apply to sales records based on the selected trigger and alert settings.
To set up a commission payment stage date reached auto alert:
- Go to: Settings > Automation > Auto alerts
- Click Add alert
- Enter a name for the alert
- Set the Category to Sales
- Select Commission payment stage date reached as the trigger
- Select an Action (for example, Send email)
- Select the required recipient(s)
- Set When as required (for example, immediate)
- Enter a Subject for the alert
- Enter the Message content
- Insert merge fields as required, using the available fields for standard auto alerts
- Click Save
The alert is triggered when the configured commission payment stage date is reached, based on the payment stage setup.