🤝New "Sales Call" Close
In this section you will learn how to submit a New Sales Call Close
Let's take a complete look at how to correctly fill out a 🤝 New "Sales Call" Close ("automatic from an existing Call ID").
We need to pay close attention to each section, but the tool will show us if anything is missing. We'll also go through the process of sending a payment by completing the Master Form and see what it looks like.
So let's get started!
1. Filling out the Payment Tool
When you want to register a 🤝 New "Sales Call" Close ("automatic from an existing Call ID")
Let's begin with the Payment Tool. We’ll choose the correct options to generate the Master Form link. It’s easy, so let’s go through it step by step.
2. Filling out the Master Form
When registering a 🤝 New "Sales Call" Close ("automatic from an existing Call ID")
Now here we are, on the famous Master Form. The questions are quite self-explanatory, as you'll see in a moment, but we need to make a few clarifications based on the step-by-step process we've followed.
This step is both important and straightforward, so let’s take a look at how to complete the Master Form.
Let’s dive in!
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