Affiliates and commissions — Era documentation

Enable Affiliate programme in Modules to reveal Sales → Affiliates.

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Sales — modules and detailed settings

Where

Web: Sales · /leads/affiliates. Desktop: Business → Sales.

Affiliates and commissionsshots/crm-affiliates

Affiliates and commissions

Step by step

Enable the feature

Enable Affiliate programme in Modules and create a partner under Sales → Affiliates.

Record attribution

Select the lead’s partner. Review approval and existing commission attribution before changing it.

Issue a time-limited report link. It is shown once and can be revoked.

What to know

Save partner details/terms and attribute leads. Closing stops new referrals while preserving history.

Expiring report links expose the partner’s leads/commissions without sign-in, are shown once and can be revoked. Accrual/payout lives under Finance → Commissions; reporting under Reports → CRM → Affiliates.

Changing attribution requires confirmation.

Actions and permissions

Operation and ID	Inputs	Permission	Screen or flow
Add or edit an affiliate · `crm.save_affiliate`	Affiliate, Name , Email, Phone, Commission type , Rate (%) (0–100), Fixed amount, Currency, Earned, Notes	Manage	`/leads/affiliates`
Close an affiliate · `crm.deactivate_affiliate`	Affiliate *	Manage	`/leads/affiliates`
Send an affiliate their report link · `crm.issue_affiliate_report_link`	Affiliate *, Link for, Open for (days) (1–365)	Manage	`/leads/affiliates/[id]`
Close an affiliate report link · `crm.revoke_affiliate_report_link`	Link *	Manage	`/leads/affiliates/[id]`
Credit a lead to an affiliate · `crm.attribute_lead`	Lead *, Affiliate, Move existing credit	Write	`/leads/[id]`

Leads and pipeline

Settings

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Show this week’s leads needing follow-up by owner.