Deal Workflow — CRM to Commission Payout
Last update:
03/21/2026
Completed
4.1 — Create & Find the Invoice
79 Views •3.4 — Commission Status Bar
79 Views •3.5 — Manager & Director Lines
78 Views •1.2 — Mark Opportunity as Won
78 Views •2.2 — Verify Sale Order Header
77 Views •7.2 — Sale Order Final State
77 Views •7.4 — Accounting Dashboard Check
76 Views •6.1 — Vendor Bills List
75 Views •7.3 — Commission Overview Report
74 Views •5.2 — Purchase Order Auto-Created
74 Views •📝 Knowledge Check — Deal Workflow Certification Quiz
73 Views •7.1 — Commission Payment Tracking
73 Views •1.1 — Open CRM Pipeline
73 Views •5.1 — Verify Commission Totals
73 Views •1.3 — Document in Chatter
72 Views •4.3 — Verify Invoice Lines
72 Views •3.3 — Commission Calculation Verification
70 Views •6.2 — Vendor Bill Form
70 Views •6.3 — Bill Lines & Payment
69 Views •4.2 — Posted Invoice Header
69 Views •3.3 — Commission Calculation Verification
📍 WHERE TO FIND IT
Sales ▸ Orders ▸ [SO] ▸ Commission Lines ▸ [Agent row]
✅ WHAT TO DO
Click on an individual commission line to review the detailed breakdown: base %, override, and final amount.
- Base % comes from the agent's contract
- Override % (if any) must be manager-approved
- Final Amount = Sale Price × Commission %
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💡 TIP
Any manual override of commission % creates an audit entry. Always document the reason in the notes field.
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