Using App after an appointment to send your proposal

Open the CRM APP on your smartphone. (images below show iPhone usage)

Once logged in you will be taken to the Tasks screen.

Click on the Deals button to take you to the Deals screen.

Once in the Deals screen check your settings, top left.

Check that the Deal Owner is set to yourself. If you cant see the deal or task you require, change Deal Owner to All.

Change the Pipeline in the top banner to the Pipeline you require.

Change the Stage in the Pipeline to Appointment Made.

Click on the appointment required.

Click Edit in the top right hand corner to take you to the Edit Deal page.

VERSION 2.0

Complete the details required within the Edit Deal sections. If you wish to add a personal message to the proposal complete the section EXTRA PROPOSAL INFO.

Click on Send Proposal and choose what proposal you wish to send. Press Save (you can send more than one at once)

• The information entered will now be populated with the Active Agent Deal Page.

• An interactive proposal will be automatically sent. You will be notified of actions taken also forms and contracts will be sent if client accepts offer.