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

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