Add verification steps for commission deal handoff#5352
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Added verification steps for deals before handing off the commission workbook to sales reps, including checks for account name, close date, amount, and deal type.
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@abby-flowp this is great. Question though as we have this PR under processing sales commissions. The steps provided were to review CSM commissions and not sales. Are the steps the same for sales? If so, we can keep this change here. If not, we'll need a section for CSM commission |
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@UnicornGunnerz this PR is specifically for Esme's case as the rest of the sales commission follow a different process. I can add a separate section for CRM commissions since we don't have that currently yet. I do recommend keeping it in the same page |
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@abby-flowp exactly, this PR is added as a subsection of "Processing Sales Commission" which doesn't align with the changes which were related to CSM commission. You can keep them on the same page but it'll need to be edited in the correct part of the page. |
Reintroduced the 'Verifying Deals Before Handoff' section with detailed checks for account name, close date, amount, and deal type verification against HubSpot.
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verification process moved to be placed in correct section
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Added verification steps for deals before handing off the commission workbook to sales reps, including checks for account name, close date, amount, and deal type.
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