Deal Workflow — CRM to Commission Payout
Last update:
21/03/2026
Completed
3.5 — Manager & Director Lines
81 Views •6.1 — Vendor Bills List
81 Views •1.2 — Mark Opportunity as Won
81 Views •3.4 — Commission Status Bar
81 Views •4.1 — Create & Find the Invoice
81 Views •5.2 — Purchase Order Auto-Created
80 Views •2.2 — Verify Sale Order Header
80 Views •7.2 — Sale Order Final State
80 Views •7.4 — Accounting Dashboard Check
79 Views •1.3 — Document in Chatter
78 Views •7.3 — Commission Overview Report
77 Views •5.1 — Verify Commission Totals
76 Views •3.3 — Commission Calculation Verification
76 Views •📝 Knowledge Check — Deal Workflow Certification Quiz
76 Views •6.2 — Vendor Bill Form
75 Views •1.1 — Open CRM Pipeline
75 Views •7.1 — Commission Payment Tracking
75 Views •4.3 — Verify Invoice Lines
74 Views •2.4 — Commission Lines Tab
73 Views •5.4 — PO Smart Buttons
73 Views •2.4 — Commission Lines Tab
📍 WHERE TO FIND IT
Sales ▸ Orders ▸ [SO] ▸ Order Lines tab
✅ WHAT TO DO
Verify all order lines are correctly entered: unit price, quantity, taxes, and subtotal.
- Unit price must match the agreed sale price
- Tax should be 0% (UAE real estate is VAT-exempt)
- Subtotal must match the CRM expected revenue
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💡 TIP
If there are multiple installments, each becomes a separate order line or invoice schedule entry.
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