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How can I grab a deal?

As a Salesperson you can grab a deal as follows: To grab a deal, Salesperson A needs to be tagged by a Salesperson B in a deal and Salesperson A needs to confirm if he/she is available to grab the deal. Click on the Deal Sheet button, scroll down to the deal that you want [...]

By |2020-12-15T16:32:58+00:00December 14th, 2020||0 Comments

How can I insert a video?

As a Salesperson, you will be able to add videos to your posts: Before this, please read the "How to Add a Post FAQ" and then continue here to learn how to add a video In your profile, click on the My Posts button. In the description section of the post paste the link to [...]

By |2020-12-15T16:26:57+00:00December 9th, 2020||0 Comments

How can I split my deal?

As a Salesperson you can split a deal as follows: To split a deal, you need to tag a Salesperson in a deal and confirm if the Salesperson is available to split the deal. Click on the Deal Sheet button, scroll down to the deal that you want to split Tag the other Salesperson you [...]

By |2020-12-15T16:39:40+00:00December 9th, 2020||0 Comments

What other goodies are in my toolbox?

As a Salesperson, you will have a Toolbox button in your profile, which has links to the video call, book service appointment, and more: In your profile, click on the Toolbox button. Scroll down to see the links to video call and book service If a customer is requesting a video call, click on the [...]

By |2020-12-15T16:47:02+00:00December 9th, 2020||0 Comments

How do I log my final deal details?

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. [...]

By |2020-12-18T18:15:12+00:00December 9th, 2020||0 Comments
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