The Sales Feature in Accountable is designed to empower sales teams by providing a streamlined and organized workflow for managing the entire sales process.
If you are Mortgage Industry user, Please Click here to know more about transactions.
Steps to create a New sale:
In the bottom left corner, click the quick action button. And select the New sale in the menu.
In the popup, select or create a contact, choose the date, and enter the required amount. Optionally, add an identifier to easily track the sale. Finally, click "Save" to record the new sale.
In the Production tracker, click the eye icon to track the closed sales.
If you have any issues adding a sale or would like to ask questions, please let us know using our Coach-on-Call feature.