Deal Workflow — CRM to Commission Payout
Last update:
03/21/2026
Completed
1.3 — Document in Chatter
48 Views •5.2 — Purchase Order Auto-Created
46 Views •1.1 — Open CRM Pipeline
45 Views •4.2 — Posted Invoice Header
44 Views •7.4 — Accounting Dashboard Check
44 Views •6.1 — Vendor Bills List
44 Views •5.1 — Verify Commission Totals
43 Views •3.5 — Manager & Director Lines
43 Views •📝 Knowledge Check — Deal Workflow Certification Quiz
43 Views •4.1 — Create & Find the Invoice
43 Views •3.4 — Commission Status Bar
43 Views •7.2 — Sale Order Final State
42 Views •1.2 — Mark Opportunity as Won
42 Views •4.3 — Verify Invoice Lines
42 Views •7.3 — Commission Overview Report
42 Views •7.1 — Commission Payment Tracking
41 Views •6.2 — Vendor Bill Form
41 Views •2.4 — Commission Lines Tab
41 Views •2.2 — Verify Sale Order Header
40 Views •5.4 — PO Smart Buttons
39 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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