Deal Workflow — CRM to Commission Payout

Master the complete real estate deal lifecycle at OSUS Properties. This course covers all 7 phases with annotated screenshots, step-by-step guidance, and a 20-question certification quiz.

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Responsible	OSUS PROPERTIES - ADMINISTRATOR
Last Update	03/21/2026
Completion Time	1 hour 41 minutes
Members	1

Course
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📁 Phase 1 — CRM Pipeline

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1.1 — Open CRM Pipeline

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1.3 — Document in Chatter

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1.2 — Mark Opportunity as Won

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📁 Phase 2 — Sale Order

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2.4 — Commission Lines Tab

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2.2 — Verify Sale Order Header

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2.3 — Check Order Lines

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📁 Phase 3 — Commission Review

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3.2 — Agent Commission Line Detail

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3.4 — Commission Status Bar

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3.3 — Commission Calculation Verification

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📁 Phase 4 — Customer Invoice

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4.1 — Create & Find the Invoice

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5.1 — Verify Commission Totals

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5.2 — Purchase Order Auto-Created

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📁 Phase 5 — Commission Payout (PO)

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6.1 — Vendor Bills List

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6.2 — Vendor Bill Form

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5.4 — PO Smart Buttons

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📁 Phase 6 — Vendor Bill

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7.4 — Accounting Dashboard Check

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7.2 — Sale Order Final State

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7.3 — Commission Overview Report

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📁 Phase 7 — Completion

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📝 Knowledge Check — Deal Workflow Certification Quiz

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