Deals are how you update your pending which contributes to your forecast to allow you and your manager to track how you are performing compared to your budget. They’re crucial to a successful, profitable month/quarter/year, and are relatively easy to update from your mobile device.
To add a deal, please follow the below steps:
1.Tap the Actions menu at the bottom of the screen and selecting the + Deal option.
2. On the Add Deal form, fill out the information as much as you can and tap Save button at the bottom of the screen.
Below shows all the fields on the Add Deal form.
3. Once the deal 's information is saved, the Deal profile will display. On the Deal profile, to add pending amount you can tap on either existing outlet name or +Add Row to add a new outlet. Once you are done adding pending, please tap Save at the bottom of the screen.
To edit a deal, please follow the below steps:
1. Tap Deals at the middle of home page to access the Deal list.
2. On the Deal list, tap on the Deal name that you wish to Edit. The Deal profile will display. Below screen shot shows you how to edit each element on the Deal profile.
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