Deal Workflow — CRM to Commission Payout

Last update: 21/03/2026

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4.1 — Create & Find the Invoice

3.4 — Commission Status Bar

3.5 — Manager & Director Lines

7.4 — Accounting Dashboard Check

2.2 — Verify Sale Order Header

1.2 — Mark Opportunity as Won

7.2 — Sale Order Final State

6.1 — Vendor Bills List

5.2 — Purchase Order Auto-Created

7.3 — Commission Overview Report

1.1 — Open CRM Pipeline

5.1 — Verify Commission Totals

📝 Knowledge Check — Deal Workflow Certification Quiz

7.1 — Commission Payment Tracking

1.3 — Document in Chatter

6.2 — Vendor Bill Form

4.3 — Verify Invoice Lines

3.3 — Commission Calculation Verification

2.4 — Commission Lines Tab

3.1 — Commission Lines Overview

6.3 — Bill Lines & Payment

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📍 WHERE TO FIND IT

Accounting ▸ Vendors ▸ Bills ▸ [Bill] ▸ Header

✅ WHAT TO DO

Review the vendor bill header: agent/vendor name, bill date, due date, and reference.

Vendor must match the commission agent
Bill Date = date Finance processes the payment
Reference: enter the PO number for traceability

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💡 TIP

The bill reference field should contain the SO number (e.g., SS/03/245) for easy cross-referencing.

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