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End-to-End Deal Workflow: CRM to Commission Payout

End-to-End Deal Workflow: CRM to Commission Payout

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Responsible OSUS PROPERTIES - ADMINISTRATOR
Last Update 21/03/2026
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🗂 MODULE 1 — CRM: Lead to Opportunity
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End-to-End Deal Workflow: CRM to Commission Payout
1.2 — Creating & Qualifying a Lead
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1.3 — Marking Won & Creating the Sale Order
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1.1 — What Is a Lead and Why It Matters
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🗂 MODULE 2 — Sales: Quotation to Confirmed Order
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End-to-End Deal Workflow: CRM to Commission Payout
2.1 — Creating a Quotation from CRM
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End-to-End Deal Workflow: CRM to Commission Payout
2.2 — Order Lines & Confirming the Sale
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🗂 MODULE 3 — Commission Setup & Allocation
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End-to-End Deal Workflow: CRM to Commission Payout
3.2 — Commission Roles Reference Card
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End-to-End Deal Workflow: CRM to Commission Payout
3.1 — Commission Lines: Setup & Fields
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🗂 MODULE 4 — Customer Invoice & Payment
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End-to-End Deal Workflow: CRM to Commission Payout
4.1 — Creating & Posting the Customer Invoice
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4.2 — Receiving Customer Payment
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🗂 MODULE 5 — Commission Confirmation & Approval
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End-to-End Deal Workflow: CRM to Commission Payout
5.2 — Manager Approval & Recalculation
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5.1 — Commission Confirmation & Approval Workflow
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🗂 MODULE 6 — PO Creation & Processing
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End-to-End Deal Workflow: CRM to Commission Payout
6.1 — Processing Commission: Auto PO Creation
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6.2 — Confirming the Purchase Order
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🗂 MODULE 7 — Vendor Bill & Commission Payout
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End-to-End Deal Workflow: CRM to Commission Payout
7.1 — Creating the Vendor Bill from PO
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7.2 — Paying the Vendor Bill (Commission Payout)
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🗂 MODULE 8 — Reporting & Compliance
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End-to-End Deal Workflow: CRM to Commission Payout
8.1 — Reporting: Commission Dashboard
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8.2 — End-to-End Deal Audit Checklist
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A step-by-step walkthrough of the full real estate sales process in Odoo 17 — from capturing a lead in CRM all the way to paying out agent commissions. Earn karma by completing each module!