Commspace

You can create a product alias when you have two different product numbers for the same product

How to deal with product number changes

This feature is helpful when you need to change Product data in bulk, for example Providers, Product Categories and Inception Dates

Commspace has a list of preset Service Providers. You can select the Providers applicable to your business.

Commspace has a list of preset commission types. You can add specific commission types applicable to your business.

Commspace has a list of preset Product Categories. You can select the Product Categories applicable to your business.

You want to track from whom you received the business, but not pay them any portion thereof.

For referrer tracking purposes, on old products.

For referrer tracking purposes, on new products

Whether you need some additional support, or would like to do it on your own.

Only link when the statement code matches with the linked partner. Flag it for me if it doesn't.

When an adviser's book is transferred to your company, and you need to ensure the commission is being tracked.

Update some details or move a book between advisers within the company.

A date that will specify when a commission statement will be paid out.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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