Capturing Sales and Orders-ROI

To enter your closed deals, follow the steps below:

1. Click on Meetings
2. Click on the Meeting you would like to update
3. Click on the Edit button in the upper right-hand corner.
4. Click on the ‘Add New Product’ button if there is not already a product listed. (defaults to Product1 unless your manager has updated the name)
5. Change Action to Won
6. Enter in Actual value
7. Click Update Meeting