The Deal Log is an excellent way to save and backup your deal contracts which will also automatically pre-populate a list of all your deal contracts.
Like most functions in drivible, you start by entering a mobile number in the 'create client' section. If you have already created a client you can search for them in the client section.
- Simply type the client mobile number.
- If the mobile number already exists, then you will be redirected. Otherwise create a client by entering in a First and Last name and then Save.
- Then click on 'Create Deal/Delivery'.
- You can the Capture a Deal Contract by using your phone or tablet or you can upload a pdf document by clicking on browse and finding your file.
- Our Machine Learning Model will then automatically extract all applicable fields from your contract and pre-populate deal and client information.
- Then check all fields to ensure that all data is correct.
- Some data fields are user defined and are not pre-populated. You can choose to fill in or leave blank depending on your companies preferences.
- Click Save.
to convert a deal to delivery, click here.