🤝New "Direct" Close

In this section you will learn how to submit a New Direct Close

🇬🇧

If you have already read how to fill in a New "Sales Call" Close, this is practically the same but there are going to be some differences we need to fill in.

Let's begin with the magic, and where it all begins is the Payment tool

🇪🇸

Si ya leíste cómo completar un nuevo cierre en “Sales Call”, esto es prácticamente lo mismo, pero habrá algunas diferencias que debemos tener en cuenta.

Empecemos con la magia: todo comienza en la herramienta de pagos.

1. Filling out the Payment Tool

When you want to register a 🤝 New "Direct" Close ("manually fill all details from CRM")

🇬🇧

Let's see the payment tool and how to fill it out.

🇪🇸

Veamos la herramienta de pagos y cómo completarla paso a paso.

2. Filling out the Master Form

When registering a 🤝 New "Direct" Close ("manually fill all details from CRM")

🇬🇧

Now that we’ve filled out the Payment Tool and the link has been created, let’s complete the Master Form as you would for a new “Direct” close.

🇪🇸

Ahora que hemos completado la herramienta de pagos y se ha generado el enlace, vamos a llenar el Master Form tal como lo harías para un nuevo cierre “Directo”.