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Home └Deal Workflow — CRM to Commission Payout └- └1.2 — Mark Opportunity as Won

Deal Workflow — CRM to Commission Payout

Last update: 03/21/2026

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1.2 — Mark Opportunity as Won

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📍 WHERE TO FIND IT
Sales ▸ CRM ▸ Pipeline ▸ [Open Opportunity]
✅ WHAT TO DO
Open the opportunity record. Verify the customer name, unit/project, expected revenue, and assigned salesperson.
  • Confirm Customer, Unit, and Project fields are accurate
  • Check Expected Closing Date is realistic
  • Verify Salesperson and Sales Team assignment
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💡 TIP
Always verify the unit reference (Property field) links to the correct unit before proceeding.
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