Close a deal and record commission
1
Open the deal card
Click the deal card from your pipeline board or list view.
2
Move the stage to Closed
Click the current stage indicator, select Closed from the dropdown, and confirm when prompted.
3
Enter the closing date
Type or select the date the transaction closed in the Closing Date field.
4
Enter the commission details
Type the Gross Commission Amount. If you are splitting the commission, enter your Split Percentage in the field below.
5
Mark the deal closed
Click Mark Closed. CRE Fuel saves the deal, logs the commission, and updates your scorecard.
Closed deals count toward your daily scorecard and appear in the annual totals widget on your dashboard. You can see a running total of closings and gross commission for the year without doing any math yourself.
