Agent Portal - Opportunities

Track Pipeline Deals through the Opportunities module in CommissionTrac's Agent Portal

Updated over a week ago

Leverage CommissionTrac's Opportunities module to keep track of deals that are still in your pipeline - know where in the process each deal is and understand what your potential income is from those deals! 

As a potential deal starts to come together, input the information you have into CommissionTrac as a new Opportunity.  

As you continue to communicate with your client and work the deal, remember to update the Opportunity Status to reflect your progress.

When the deal closes, mark it as 'Closed - Won' and easily convert all of the input data into a new Voucher.

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