Affiliate Management | Manual Sales & Commissions

Affiliate Management | Manual Sales & Commissions

July 18, 20241 min read

When an affiliate makes a sale through direct contact that is not captured by an automated system, you can manually add the sale to ensure they receive a proper commission. This helps maintain accurate records and strengthens your affiliate relationships.

Affiliate Management | Manual Sales & Commissions: This feature enables you to manually add and track affiliate sales and commissions, ensuring accurate and comprehensive affiliate compensation.

⭐️ Why Does It Matter To Your Business?

  • Accurate Tracking: Ensure all affiliate sales are accounted for, even those not captured automatically.

  • Flexible Entry: Easily add manual sales for affiliates, providing flexibility in commission tracking.

  • Improved Transparency: Maintain accurate and transparent records of all affiliate efforts.

⭐️ How To Use Affiliate Management | Manual Sales & Commissions:

  1. Access the “Marketing” tab from the left navigation menu. Click on Affiliate Manager > Affiliate from the upper navigation menu and select the affiliate for whom you want to add manual sales.

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  1. On the Affiliate Profile page, scroll down to the Table tab. Under the Commission section, click on Add Sales Manually > Add Manual Commissions.

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  1. In the pop-up window, search for the lead or customer associated with the manual sale. If the customer does not exist, you can click on Add as Lead to create a new lead.

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  1. Select the campaign name, enter the revenue amount for the transaction, and hit the submit button.

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  1. The commission will be automatically added, and the product tag will show manual commissions.

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Manual sales and commissions ensure accurate and transparent tracking of all affiliate sales within the CRM.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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