Your Guide To Deals (Step-by-Step Tutorial)

Learn how to turn the Deals section of your Sales Desk into a full-blown time-saving sales workbench—step-by-step.

Chapters / Video Breakdown:

00:00 - Introductions
00:27 - What is a Deal?
01:01 - Who may want to use Deals?
01:33 - How to access your Deals section.
01:55 - Deals panel overview.
02:15 - How to set up a new Deal, Invoice, or Quote.
03:17 - How to edit an existing Deal.
03:29 - The various parts of a Deal.
04:12 - Buyer Info
04:33 - Items
05:38 - Structure
06:44 - Settings
08:08 - Type of Sale
08:47 - Shipping
09:31 - Forms (Introduction)
10:23 - Form Submission (How & Why)
11:19 - Form Auto-Fill Capabilities Preview
11:58 - How to edit Form data within a particular Deal.
12:25 - How to undo edits on Forms on a Deal.
12:43 - How to email a form from within the Deals section.
13:31 - How to use DocuSign within the Forms section of Deals.
14:41 - Invoices, Quotes, and Payments Overview
16:24 - How to record a New Payment.
16:57 - Electronic Signatures (DocuSign Tracking)
17:47 - How to retrieve/download electronically signed documents.
18:06 - Summary
18:34 - Notes
18:51 - Documents & Files
19:10 - Update History
19:36 - Outro/Conclusion

Corresponding Knowledge Base Article:
http://help.mylittlesalesman.com/en/articles/5511973-video-your-guide-to-deals-step-by-step-tutorial

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Видео Your Guide To Deals (Step-by-Step Tutorial) канала My Little Salesman