<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1098210340196579&amp;ev=PageView&amp;noscript=1" Lead Track when a user expresses interest in your offering (ex. form submission, sign up for trial, landing on pricing page) fbq('track', 'Lead');>

An Apto Consultant will walk you through our standard Apto Commissions setup process, which includes:

  • Requirements definition
    • Apto Commissions questionnaire
    • Apto Commissions walkthrough without setup to gather requirements
  • Setup
    • Configure Deal Wizard visibility to brokers & admins
    • Configure commission plans
    • Configure invoice template
      • Add logo
    • Add address
    • Add note (not required)
  • Set default payment type
  • Walkthrough after setup
    • Book Deal Wizard
    • Commission record explanation
    • Invoice preview
    • Payment wizard
    • Mark brokers as paid demonstration
    • Reports & dashboards overview