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Home └Deal Workflow — CRM to Commission Payout └📁 Phase 2 — Sale Order └2.2 — Verify Sale Order Header

Deal Workflow — CRM to Commission Payout

Last update: 03/21/2026

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2.2 — Verify Sale Order Header

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📍 WHERE TO FIND IT
Sales ▸ Orders ▸ [Sales Order number]
✅ WHAT TO DO
Find the Sale Order auto-created from the CRM opportunity. Verify it links to the won opportunity.
  • Use the smart button on the opportunity to jump directly
  • Or go to Sales ▸ Orders and search by customer
  • Check the order status is 'Quotation' or 'Sales Order'
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💡 TIP
Click the 'Sales Orders' smart button on the CRM opportunity to navigate directly without searching.
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