Deal Workflow — CRM to Commission Payout

Last update: 03/21/2026

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📝 Knowledge Check — Deal Workflow Certification Quiz

6.2 — Vendor Bill Form

6.1 — Vendor Bills List

3.5 — Manager & Director Lines

2.2 — Verify Sale Order Header

7.2 — Sale Order Final State

3.1 — Commission Lines Overview

3.4 — Commission Status Bar

1.2 — Mark Opportunity as Won

1.1 — Open CRM Pipeline

5.2 — Purchase Order Auto-Created

4.1 — Create & Find the Invoice

7.4 — Accounting Dashboard Check

1.3 — Document in Chatter

3.3 — Commission Calculation Verification

7.3 — Commission Overview Report

2.3 — Check Order Lines

2.4 — Commission Lines Tab

4.2 — Posted Invoice Header

5.1 — Verify Commission Totals

2.2 — Verify Sale Order Header

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📍 WHERE TO FIND IT

Sales ▸ Orders ▸ [Sales Order number]

✅ WHAT TO DO

Find the Sale Order auto-created from the CRM opportunity. Verify it links to the won opportunity.

Use the smart button on the opportunity to jump directly
Or go to Sales ▸ Orders and search by customer
Check the order status is 'Quotation' or 'Sales Order'

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💡 TIP

Click the 'Sales Orders' smart button on the CRM opportunity to navigate directly without searching.

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