HOW TO START A DEAL
HOW TO START A DEAL FROM YOUR LEADS:
You will now see all of your lead detail available and from what source they are from.
You can also see what tasks have been completed on your particular deal.
Click on a lead to access the particular deal.
Once you are in the lead detail screen, click on the Actions drop-down and choose Prefill Deal Jacket to open a new deal from this lead source.
Your data will be prefilled with all the information that came over from the lead source.
CREATING A DEAL FROM EXTERNAL DEALS:
You will see all deals available from external sources including your Internet Deals.
Choose the deal you would like to start to open up a pre-filled deal jacket with the information.