Deal Workflow — CRM to Commission Payout

Last update: 03/21/2026

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4.1 — Create & Find the Invoice

3.5 — Manager & Director Lines

3.4 — Commission Status Bar

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

1.1 — Open CRM Pipeline

7.3 — Commission Overview Report

5.2 — Purchase Order Auto-Created

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

3.3 — Commission Calculation Verification

4.3 — Verify Invoice Lines

2.4 — Commission Lines Tab

3.1 — Commission Lines Overview

2.3 — Check Order Lines

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📍 WHERE TO FIND IT

Sales ▸ Orders ▸ [SO] ▸ Header

✅ WHAT TO DO

Review the Sale Order header: customer, unit reference, payment plan, and expected delivery date.

Confirm Customer matches the CRM opportunity
Verify Unit/Property reference in the SO line
Check Payment Terms (30/70 or custom plan)

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💡 TIP

Payment terms determine invoice schedule. Ensure the correct payment plan is selected before confirming the SO.

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