Deal Workflow — CRM to Commission Payout
Last update:
03/21/2026
Completed
3.5 — Manager & Director Lines
80 Views •7.2 — Sale Order Final State
80 Views •3.4 — Commission Status Bar
80 Views •1.2 — Mark Opportunity as Won
80 Views •6.1 — Vendor Bills List
80 Views •4.1 — Create & Find the Invoice
80 Views •5.2 — Purchase Order Auto-Created
79 Views •2.2 — Verify Sale Order Header
79 Views •7.4 — Accounting Dashboard Check
77 Views •1.3 — Document in Chatter
77 Views •📝 Knowledge Check — Deal Workflow Certification Quiz
76 Views •7.3 — Commission Overview Report
76 Views •3.3 — Commission Calculation Verification
75 Views •7.1 — Commission Payment Tracking
75 Views •5.1 — Verify Commission Totals
75 Views •6.2 — Vendor Bill Form
74 Views •4.3 — Verify Invoice Lines
74 Views •1.1 — Open CRM Pipeline
74 Views •2.4 — Commission Lines Tab
73 Views •4.2 — Posted Invoice Header
73 Views •3.1 — Commission Lines Overview
📍 WHERE TO FIND IT
Sales ▸ Orders ▸ [SO] ▸ Commission Lines tab
✅ WHAT TO DO
Review the Commission Lines tab. This tab lists all agents assigned to this deal and their commission percentages.
- Each agent on the deal has a line here
- Commission % is pre-filled from agent settings
- Amount is auto-calculated from the sale price
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💡 TIP
Commission lines are auto-generated when the SO is confirmed. Review before confirming to avoid corrections later.
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