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

2.4 — Commission Lines Tab

7.1 — Commission Payment Tracking

5.4 — PO Smart Buttons

3.2 — Agent Commission Line Detail

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📍 WHERE TO FIND IT

Sales ▸ Orders ▸ [SO] ▸ Commission Lines

✅ WHAT TO DO

Review the commission overview for all agents on this deal: primary agent, referral agents, and co-brokers.

Primary agent (Listing Agent) takes the base commission
Secondary agents (Co-Brokers, Referrals) take a split
Total commission % should not exceed approved ceiling

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💡 TIP

Commission split must be pre-approved by Sales Manager. Any deviation requires written approval.

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