Deal Defaults

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Navigation:  Using The System > Basic Features > Deal Processing > Processing a New Deal > Step 1: Start New Deal > Special Function Buttons >

Deal Defaults

 

Defaults can be selected to populate certain fields when starting a new deal.

 

The Deal Default window is accessed by clicking on 'Deal Defaults' on the left hand side of the main screen when in 'Process Deal'.

 

Values are selected by clicking on the down arrows for each field and choosing from a list.

 

Days to 1st payment is a direct entry.

 

Example:

newdealdefaultwindowexample