Deal Workflow — CRM to Commission Payout
Last update:
03/21/2026
Completed
3.4 — Commission Status Bar
76 Views •4.1 — Create & Find the Invoice
75 Views •3.5 — Manager & Director Lines
75 Views •7.4 — Accounting Dashboard Check
75 Views •2.2 — Verify Sale Order Header
74 Views •1.2 — Mark Opportunity as Won
74 Views •7.2 — Sale Order Final State
72 Views •6.1 — Vendor Bills List
72 Views •5.2 — Purchase Order Auto-Created
72 Views •📝 Knowledge Check — Deal Workflow Certification Quiz
70 Views •7.1 — Commission Payment Tracking
70 Views •1.3 — Document in Chatter
70 Views •1.1 — Open CRM Pipeline
70 Views •5.1 — Verify Commission Totals
70 Views •7.3 — Commission Overview Report
70 Views •6.2 — Vendor Bill Form
70 Views •4.3 — Verify Invoice Lines
68 Views •3.3 — Commission Calculation Verification
68 Views •2.4 — Commission Lines Tab
67 Views •5.4 — PO Smart Buttons
65 Views •5.4 — PO Smart Buttons
📍 WHERE TO FIND IT
Purchase ▸ Orders ▸ [PO] ▸ Header
✅ WHAT TO DO
Review the commission PO header: vendor (agent), company, currency, and payment terms.
- Vendor = Commission Agent's vendor record
- Company = OSUS Properties
- Currency = AED (verify before confirming)
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💡 TIP
If the agent is paid in a foreign currency, update the currency field before confirming. Changing after confirmation requires cancellation.
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