🤝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.

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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.

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1. Filling out the Payment Tool

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

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

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2. Filling out the Master Form

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

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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.

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