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Deal Workflow — CRM to Commission Payout
📁 Phase 1 — CRM Pipeline
1.1 — Open CRM Pipeline
1.2 — Mark Opportunity as Won
1.3 — Document in Chatter
2.1 — Find the Sale Order
📁 Phase 2 — Sale Order
2.2 — Verify Sale Order Header
2.3 — Check Order Lines
2.4 — Commission Lines Tab
3.1 — Commission Lines Overview
📁 Phase 3 — Commission Review
3.2 — Agent Commission Line Detail
3.3 — Commission Calculation Verification
3.4 — Commission Status Bar
📁 Phase 4 — Customer Invoice
3.5 — Manager & Director Lines
4.1 — Create & Find the Invoice
4.2 — Posted Invoice Header
4.3 — Verify Invoice Lines
4.4 — Register Customer Payment
5.1 — Verify Commission Totals
5.2 — Purchase Order Auto-Created
📁 Phase 5 — Commission Payout (PO)
5.3 — Review PO Lines
5.4 — PO Smart Buttons
6.1 — Vendor Bills List
6.2 — Vendor Bill Form
📁 Phase 6 — Vendor Bill
6.3 — Bill Lines & Payment
7.1 — Commission Payment Tracking
7.2 — Sale Order Final State
7.3 — Commission Overview Report
7.4 — Accounting Dashboard Check
📁 Phase 7 — Completion
📝 Knowledge Check — Deal Workflow Certification Quiz