Create Deal
About
Going to show you how to create a deal in Goalpense.
Tutorial
The first step to create a goal is to go to the Goals on the Dashboard:
Click on the goal that you want to add a deal under.
You will be on the show goal page. Under Actions Box you should see Create Deal button click it.
Now you will see fields to create the deal.
Fields
- Images - Upload images for this deal.
- Name - A unique name to know what this deal is about.
- About - A brief description of what this deal is about.
- Price - How much is this deal worth?
- Admin Fee.- Your Administration Fee to charge on this deal.
- Commission Percentage - How much are you making?
- Subtract Commission Percentage - How much is a company taking from what you’re making?
- Closed At - When is the deal done or expected to be?
- Status - What status is this deal in?
- Is Hidden From Breakdown? - You can pick whether you would like to hide this deal from the breakdown numbers.
Once you have field out everything you can press Save.
Congrats you have now created the deal!
Update Deal
About
Going to show you how to update a deal in Goalpense.
Video
Tutorial
The first step to create a goal is to go to the Goals on the Dashboard:
Click on the goal that you want to add a deal under.
Now you need to click on a deal.
Under Actions Box you should see Edit Deal button click it.
Now you will see fields to edit the deal.
Fields
- Images - Upload images for this deal.
- Name - A unique name to know what this deal is about.
- About - A brief description of what this deal is about.
- Price - How much is this deal worth?
- Admin Fee.- Your Administration Fee to charge on this deal.
- Commission Percentage - How much are you making?
- Subtract Commission Percentage - How much is a company taking from what you’re making?
- Closed At - When is the deal done or expected to be?
- Goal - Select the goal you want this deal linked to
- Status - What status is this deal in?
- Is Hidden From Breakdown? - You can pick whether you would like to hide this deal from the breakdown numbers.
Once you have field out everything you can press Save.
Congrats you have now updated the deal!
Clone Deal
About
Here is how you clone a deal in Goalpense
Video
Tutorial
The first step to create a goal is to go to the Goals on the Dashboard:
Click on the goal that you want to add a deal under.
Now you need to click on a deal.
Under Actions Box you should see Clone Deal button click it.
You will be presented with a confirmation cloning deal. Press the blue button.
Now you can press the back button & see the new cloned deal.
Congrats you have now cloned the dea