Help Center
Everything you need to install, set up and use Commission Slate for Zoho CRM.
- Installation guideRequirements, permissions, what gets created in your CRM, the setup wizard, updating and uninstalling.Open
- Admin guidePlans, rules, recalculation, payouts, statements, logs, rep privacy and troubleshooting.Open
- User guideFor sales reps: read your ledger lines, the reason behind each amount, and your statements.Open
- FAQEditions, data and privacy, calculations, clawbacks, currency, pricing and roadmap.Open
- Release notesWhat changed in every version of Commission Slate, newest first.Open
- Data and securityWhat the extension reads and writes, where data lives, and how to report an issue.Open
- PricingFree on the Zoho Marketplace. What may come later.Open
- SupportEmail us. We reply within 1 business day.Open
Getting started
The short version, from install to your first payout:
- A Zoho CRM administrator installs Commission Slate from the Zoho Marketplace.
- Open the Commissions tab. The setup wizard walks you through Sources, Field mapping, Periods and your first plan.
- Use Test to preview the result on a real record, then Activate.
- Commissions calculate automatically. Review them in Ledger.
- In Statements, choose Create payout, then Mark as paid when the money has been sent.
Commission Slate reads your Deals, Invoices and Sales Orders and writes only to its own modules. Your CRM records are never modified, and no data is sent outside your Zoho CRM organisation.
New here? Start with the Installation guide. Reps can go straight to the User guide.