How do I enter Sales Totals?

To enter your sales totals, 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

Have more questions? Submit a request


Powered by Zendesk