Deal Workflow — CRM to Commission Payout

Last update: 03/21/2026

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3.4 — Commission Status Bar

4.1 — Create & Find the Invoice

3.5 — Manager & Director Lines

1.2 — Mark Opportunity as Won

5.2 — Purchase Order Auto-Created

7.4 — Accounting Dashboard Check

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

2.1 — Find the Sale Order

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📍 WHERE TO FIND IT

Sales ▸ CRM ▸ [Won Opportunity] ▸ Chatter

✅ WHAT TO DO

Log a note in the chatter to document key deal details: unit, price, booking date, and any special conditions.

Click 'Log note' in the chatter
Mention unit number, sale price, booking date
Tag your Sales Manager for visibility

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💡 TIP

Chatter notes are the audit trail. Include any SPA terms, payment plan structure, or developer incentives.

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