1️⃣ How to Start a New Deal (in Warm Leads) for an Existing Contact
1. Click on New Lead
2. Click on New Contact
3. Search for Contact Name
4. Click on Contact Name
5. Click on Stage
6. Select Warm Leads from the dropdown list
Complete the form...
7. Click on Start at the bottom right
8. Your New Deal Card will now be under Warm Leads
2️⃣ How to Create a New Appt. Deal Card for an Existing Contact
1. Click on New Appt.
2. Click on On-Site Estimate
3. Enter Schedule info
4. Click on New Contact
5. Search for Contact
6. Select Contact
7. Complete the Form
8. Click on Save
9. Your new Deal Card will no be under Estimate Scheduled
10. And the Appointment will be on the Calendar
3️⃣ How to create a New Proposal Deal Card from an Existing Contact
1. Click on New Proposal
2. Select a Proposal Template or start from Blank
3. Search for Contact
4. Select Contact
5. Update the Deal Name (optional)
6. Click on Start
7. Your New Deal Card will be In Draft
