A referral agency gains profit by referring potential customers to sign up for telco services. There more than 10 contractors who are tasked to call the potential customers and sell the service to them. If a customer signs up, the referral agency will pay commission based on the type of services. At this moment, the commissions are being calculated manually in a spreadsheet and it is hard to keep track for each contractor across the whole FY.
A solution is a design to tie each service with a commission amount. When an Opportunity is closed won, the commission will be auto calculated. The user can also run a report to display a list of contractors and the total commissions that they are entitled to.
|Related Objects||User, Opportunity, Products|
|Components||Formula, Validation Rules, Workflow, Report|