Step 1: Open the Finance Section
Click your user name in the top-right corner.
Select Finance from the navigation menu.
Step 2: View Your Deals
On the Finance screen, you'll see a list of your deals along with their current status.
Use the Commission column to manage commission details.
Step 3: Update a Deal’s Status
Find the deal whose status you want to change (e.g., un‑signed).
Click in the Status field and choose the new status (e.g. banked, paid out, signed).
Click the Save icon on the right-hand side to apply your changes.
Step 4: Navigate by Status Folder
After saving, the deal moves into the folder corresponding to its new status.
To view deals by status, use the status dropdown at the top of the screen (e.g., switch from un‑signed to banked or paid out).
