Deal Workflow — CRM to Commission Payout

Last update: 03/21/2026

Related
Most Viewed

3.4 — Commission Status Bar

4.1 — Create & Find the Invoice

3.5 — Manager & Director Lines

1.2 — Mark Opportunity as Won

7.4 — Accounting Dashboard Check

5.2 — Purchase Order Auto-Created

6.1 — Vendor Bills List

7.2 — Sale Order Final State

5.1 — Verify Commission Totals

1.3 — Document in Chatter

2.2 — Verify Sale Order Header

1.1 — Open CRM Pipeline

7.3 — Commission Overview Report

6.2 — Vendor Bill Form

📝 Knowledge Check — Deal Workflow Certification Quiz

3.3 — Commission Calculation Verification

4.3 — Verify Invoice Lines

7.1 — Commission Payment Tracking

2.4 — Commission Lines Tab

6.3 — Bill Lines & Payment

7.4 — Accounting Dashboard Check

Start this Course

Fullscreen Share

📍 WHERE TO FIND IT

Accounting ▸ Vendors ▸ Bills ▸ [Bill]

✅ WHAT TO DO

Verify the vendor bill status changes to 'Paid'. This confirms commission has been disbursed to the agent.

Green 'Paid' banner confirms payment sent
Outstanding amount = AED 0.00
The deal cycle is now 100% complete

1

2

3

screenshot

💡 TIP

Archive the related documents (SPA, booking form, commission agreement) in the chatter of the Sale Order for compliance.

About
Comments (0)

Rating

0 0

Commenting is not enabled on this course.