How handle sales agents?

[Caygri]

Hello,
I'm looking for a CRM to handle sales agent.

My sales agent do:

* add lead and client
* send proposal
* send automatic reminder by sms and email
* every month tell me how much I need to pay to sales agent
* setup time of subscription of service

How can I do on espocrm?

[victor]

This is a very broad request, and if you plan to configure everything yourself, you should have more specific topics for each request. Or it is better to search for already existing topics for each request. I advise to search through Google, adding "EspoCRM" to the search query.

If you want to find a customizer who will help you with the setup, then here you go: https://forum.espocrm.com/forum/job-.../find-customer.

[Caygri]

Isn't exist a module for sales commission?

[dreginald]

Sales Commissions can be customized using formulae of ESPOCRM as per our business logic

[Knetch]

I’m trying to set up commissions for the salesperson. In the Quote entity I added an enum with a set of configurations (we sell photovoltaic systems). So in the enum there are, for example, “up to 4 kW,” “from 4 to 6 kW,” etc. Still in the Quote entity, I created the commission percentage field. This field should be populated via a BPM process. I also created the commission amount field. The amount should be calculated with the formula: amount * commission percentage / 100.

I’m having the following issues. When I change the system type, I get a 500 error. If I start the BPM process, it passes the event where it sets the commission percentage field and then fails on the formula. In some odd cases, with the same quote, the formula worked.