Deal Workflow — CRM to Commission Payout

Last update: 21/03/2026

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📝 Knowledge Check — Deal Workflow Certification Quiz

6.1 — Vendor Bills List

6.2 — Vendor Bill Form

3.5 — Manager & Director Lines

2.2 — Verify Sale Order Header

7.2 — Sale Order Final State

3.4 — Commission Status Bar

3.1 — Commission Lines Overview

1.2 — Mark Opportunity as Won

5.2 — Purchase Order Auto-Created

1.1 — Open CRM Pipeline

4.1 — Create & Find the Invoice

7.4 — Accounting Dashboard Check

3.3 — Commission Calculation Verification

1.3 — Document in Chatter

7.3 — Commission Overview Report

2.3 — Check Order Lines

4.2 — Posted Invoice Header

2.4 — Commission Lines Tab

5.1 — Verify Commission Totals

2.4 — Commission Lines Tab

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📍 WHERE TO FIND IT

Sales ▸ Orders ▸ [SO] ▸ Order Lines tab

✅ WHAT TO DO

Verify all order lines are correctly entered: unit price, quantity, taxes, and subtotal.

Unit price must match the agreed sale price
Tax should be 0% (UAE real estate is VAT-exempt)
Subtotal must match the CRM expected revenue

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💡 TIP

If there are multiple installments, each becomes a separate order line or invoice schedule entry.

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