Fix a sale on the wrong producer
Updated
A sale belongs to the person named in its Written By column, so a name Agency Edge cannot match leaves the sale on nobody, and a wrong name puts it on the wrong person.
Why a sale lands on nobody
When a sales file comes in, each Written By name is compared with your team. Capital letters and extra spaces are ignored. Everything else has to match. "ADA LOVELACE" finds Ada Lovelace, but "A. Lovelace" and "Lovelace, Ada" do not.
A sale with an unmatched name still imports and still counts in office totals. It is on nobody's production, and nobody is paid for it, until the name is mapped.
Map a name to a person
The Unmapped Sales Names card appears in Settings whenever your log holds a name with no match. Each name shows how many sales it carries.
Mapping does two things:
- Every sale already in your log under that spelling moves to the person, and Written By on those sales now shows their name.
- The spelling is saved, so later uploads that use it go to the same person.
If one person appears under several spellings, map each one to them.
When the person is not on your team yet
Open the picker and choose + Create New Team Member. The guided Add Team Member window opens with the name filled in. Finish with Add team member.
If you keep the name as the file spells it, the waiting sales link on their own. If you correct the name, the card picks the new person for you and Map completes it.
When the name is not a person
Files sometimes name a split commission or the house instead of a person. Press Not a person under the name. Its sales stay in office totals and are nobody's production, and the name leaves the list. The card keeps a line counting the names marked this way. Click it and press Undo to bring one back.
Move one sale to a different person
Mapping moves every sale under a spelling. To move a single sale:
To move several, tick their rows, choose Written By in the bar that appears, pick the person, and press Apply, then Confirm.
Only the office owner has the pencil and the tick boxes. Edit or delete a sale covers the rest of that window.
What a change does to pay
Pay is worked out for each person from the sales linked to them. An unpaid sale you map counts for that producer the next time pay is worked out.
A sale already paid in a Pay Team run is locked. Its window opens as Locked Sale with Written By greyed out, and a change to several sales skips it. To move it, undo that person's run in the Pay Team window first, make the change, then run pay again. Run a pay period has the steps.
Frequently Asked Questions
Does the name in our file have to match exactly?
Apart from capital letters and extra spaces, yes. Any other spelling waits in Unmapped Sales Names until you map it once.
We added the person after uploading. Do we upload again?
No. Adding a team member links any waiting sales that carry their exact name, and other spellings can be mapped from the card.
Why is there no Unmapped Sales Names card on our page?
The card only appears while there is a name to map or a name marked Not a person. No card means every name has a match.
We mapped a name to the wrong person. Can we undo it?
Not from the card. A saved spelling stays with the person it was mapped to, so check the picker before you press Map. You can still move the sales themselves with Written By on the Sales Log.
Can a team member map names?
Basic members do not have the Team Members tab. A Custom member can map names once you tick Team members under Settings tabs.