To Add a New Lead go to admin-> Deals . A new window appears which displays two tabs as follows-:
(i)ADD NEW DEAL : To Add a New Deal click on this tab.It will navigate you to the other window titled Add Deal.Fill in the details as explained below.
- Deal On : This option is for searching client’s name with whom we want to deal.
- Deal For : Select the Project for which the deal is.
- Available For : Select the availability of the property from the menu.
- Invoice # : The invoice no is automatically generated.
- Invoice Date : Enter the date of invoice i.e. the date when the invoice is generated.
- Booking Amount : Enter the booking amount or the down payment made by the client.
- Area : Enter the area of the property.
- Amount : Enter the total amount of the property.
- Discount : If any discount given to the client mention the discount given.
- Payment Plan : Select the method of payment or the payment plan from the drop down menu .
- Agent if any : Select the agent if any to whom the client or the deal belongs.
- Comment / Remarks : Any note or remark if needed to be added to the deal .
- SAVE : Save the details of the lead.
(iii) Delete: To remove the existing deal ,Select the deal which you want to delete and then click on Delete tab.