Deal Create Permissions, Payout and Clawback Notes, and more!
Shared by Melanie
• November 04, 2022
Hey there,
We’ve made some small (but mighty) updates to improve your payout workflow. 🙌
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Payout & Clawback Notes: Admins can now add a note associated with a payout or clawback to provide transparency and context to reps.
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Deal Create Permissions: Admins can enable or disable the ability for reps to create deals natively within their Workspace. Toggle Deal Create Permissions on or off under Preferences in Settings to reduce risk of duplicate deals if you’re using a CRM.
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Default Payout Drawer: You’ll notice your Payout drawer will now default to 100% when paying out instead of needing to manually select “%” and input “100.” Payout approved earnings up to 3x faster if paying 100% of an individual deal.