Need shift of leads in status Invoiced and paid to show in payroll summary

isabelle A. shared this question 2 years ago
Answered

Hello

I have noticed that shifts of leads in status ''invoiced'' and ''paid'' are not showing in the payroll summary.

Only leads in status ''done'' shows

What do i need to do ?

Comments (8)

photo
1

You can go to Settings-->Lead Statuses. On each status you can choose if you want to "Send Leads with Sales Reps in Status to Payroll Summary"

photo
1

I did but it does not work. Do i need to go out and in again ?

photo
1

And now, there is even less shift in ?

photo
1

Do you have a lead as an example?

photo
1

#11757581

photo
1

I have 4 leads in quebec last week end with shift and none show in payroll

4626ec1187c1ca433a7ec961b78b9711

photo
1

You need to make these lead statuses "completed". I updated this one under Settings-->Statuses

photo
1

thank you

Leave a Comment
 
Attach a file