@BCN hey friend! Can I filter my commission by TAG on job type? I want to set up a rule that installations that were closed by my follow up coordinator have a smaller commission for the sales person than jobs that were sold in home. I was hoping to tag the job if it is closed the follow up coordinator and set different commission rules for those invoices. The sales person would still be the SOLD BY.
Example: Sales commission on invoice, filtered by job type RESIDENTIAL INSTALL with a tag SOLD IN HOME would have a 10% commission
Sales commission on invoice, filtered by job type RESIDENTIAL INSTALL with a tag FOLLOW UP COORD CLOSED would have an 8% commission
It doesn't appear I can do this, but please correct me if I'm wrong!! I really don't want to create a billion job types for all the different situations. I'll post an idea if I have to!
Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
