Step 1: Leads

Click on “leads” in the “home” menu will bring you to the “CRM” home page.

 Step 2: "Opportunity" Add

Inside the “CRM” page, click on “Opportunity”.

Then, click on "Add" at the top right corner to "Create" page.

 Step 3: Create

Inside the “create” page, agents are required to fill in the appropriate information then click “save” on the bottom to save the CRM that you just created

Step 4: Request Detail

Inside the “Request Detail” page, agents are required to fill in the appropriate information.

Then about editing content of "Customer Info" &"Customer Needs", please click “” on the middle right corner to "Buy Resale Request" page.

 Step 5: Buy Resale Request

Inside the “Buy Resale Request” page, agents are required to fill in the appropriate information then click"save" that you just filled.

Step 6: Request Detail- Offer

Inside the “Request Detail” page, click “Offer” on the bottom corner to "Offer” page. 

Agents are required to fill in the appropriate information.

Step 7: Request Detail- Showing

Inside the “Request Detail” page, click “Showing” on the bottom corner to "Showing” page.

Agents are required to fill in the appropriate information.

Step 8: Request Detail- Service

Inside the “Request Detail” page, click “Service” on the bottom corner to "Service Request” page. 

Then click “Orders” on the top right corner to "Request Confirm" page.

Step 9:  Service Request

Inside the “Request Confirm” page,  agents will see all detail for the request.

Step 10: CRM-"Leads" Add

Inside the “CRM” page, click on “Leads”.

Then, click on "Add" at the top right corner to "Create" page.