🤝New "Direct" Close
Learn how to submit a "Direct Close"—a sale that did not originate from a booked sales call. This guide applies to both Full Pay and Split Pay transactions.
A 🤝 New "Direct" Close is used to record a sale that was completed without a corresponding scheduled sales call. This option is primarily intended for sales that are not closed via traditional, scheduled Sales Calls. For example, a Setter who completes a sale through chat would use this method.
Un 🤝 New "Direct" Close se usa para registrar una venta que se completó sin una llamada de venta programada correspondiente.
Esta opción está pensada principalmente para ventas que no se cierran a través de las tradicionales llamadas de venta programadas. Por ejemplo, un Setter que cierra una venta por chat usaría este método.
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 🤝 New "Direct" Close.
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