Approve Deal Commissions
When a deal is closed won, CRM can calculate commissions from the rules your admin set. Finance (and admins) then approve, split, and mark them paid — or send employee shares to payroll.
Where to work
- CRM → Commissions (or the commissions board linked from the pipeline footer)
- CRM → Settings → Commission Rules for rate tables and configuration
These commissions are for CRM deals. Real Estate booking commissions live under the Real Estate agent workspace — don't mix the two boards.
Review and approve
- Open the commissions board.
- Find rows in Pending.
- Check the deal, owner, and calculated amount against the closed-won deal.
- Approve when the amount is correct.
- Move approved rows to Mark paid, or Send to payroll for employee shares when that option is available.
Multi-party splits
- Open a commission record that should be shared.
- Add parties — employees and/or external parties — with each person's percentage of the commission.
- Confirm that percentages add up as your policy requires.
- Save, then continue with approve and pay as above.
Amounts follow the percentages applied to the commission, not a second guess of the deal value.
:::info Who can do this Finance CRM roles are geared for read access plus commission work. Sales admins can configure rules and usually reach the same board. Reps typically cannot approve their own payouts. :::