A Guide on How to Use The New Deal Dashboard Feature on the CRM

HOW TO UPLOAD A CO-OP DEAL

STEP 1: Deal Info Tab

STEP 2: Client Info Tab

STEP 3: Upload Docs Tab

STEP 4: Confirm Info Tab

HOW TO UPLOAD A LISTING DEAL

Guides & Processes

How to MATCH Leads to Clients

Deals you CAN NOT Submit Through CRM

https://youtu.be/D1eksPimiX8

https://www.youtube.com/watch?v=o6PMnTEcbmM

FAQ

How do I Upload a Deal for a Client that is NOT a Lead on my CRM

How do I Upload a Deal for a Personal Client that is NOT a Lead on my CRM

How do I Upload a Deal for a Personal Client that IS a Lead on my CRM

How do I Upload a Deal for a Repeat Client that I have Done a Deal With Before

What Types of Deals Can I NOT Submit Through the New Upload Deal Feature

What do I do if I have to add TWO Clients for a Deal, and one of the Clients is a lead on my CRM, but the other is not a Lead on my CRM?

How do I submit Additional Documents, AFTER I have already submitted a deal through the CRM?

What about my Old Deals? Do I use the CRM to submit Additional Documents for Deals I did NOT Submit through the CRM?

If I have already submitted a Deal via email, do I need to Re-Submit it through the CRM?

UPDATES LOG

Change Deal Metric Boxes UI

Change the Layout of Client Info Input

Copy of Change the Layout of Client Info Input