Enter A Customer

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

Enter A Customer

 

 

Enter the customer's name in the space provided.

If the customer is a business, skip the First Name and Middle Name fields; enter the business name in the Last Name Field only.

 

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If the buyer is a previous customer, they can be found by clicking on the [...] button:

➢A list of prior customers will appear.  

➢If the customer is on the list, select and click 'Paste'.

➢Once pasted, all the customer's previous information will be copied to this deal.  

If this is a new customer, their information will be entered under the tab #2-Buyer Information. Do this AFTER all the entries are complete in the 'Preliminary Information' section.

 

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