As a Salesperson you can log your final deal as follows:

  • If you are logging a new Deal, you will already have the client information on the Deal Sheet tab.
  • You can open the log sheet on the new tab by right-clicking on the Log My Deal button to open it in a new tab.

  • On the Log Deal tab, copy and paste in the customer information from the Deal Sheet tab

  • Once all the information has been filled in, click on the Submit button.