1. Click on Sales
2. Click on Deals
3. Click on Create deal
4. Type "Class Name - Student Name"
5. Leave this set as Short Term Classes
6. Leave this set as New
7. Click on Close date
8. Click on Today
9. Click on Deal owner
Set yourself to the owner.
10. Click on Create date
11. Click on Today
12. Click on Deal type
The deal type options are "Single Registration, Group Registration, Custom Class Registration, Employee Registration, Veteran Registration". Choose the one that aligns with your need.
13. Click on Payment Type
Your choices are Cash, Check, or Purchase Order.
14. Associate this sale to the student.
Click on Contact.
15. Search for the student.
If the student does not exist. You can leave this blank and add it in later.
16. If this is a group, organization, or business, associate a contact AND a company.
If the company does not exist, we can add it later.
17. This will add the last 30 days info of the contact or company to this sale.
It is not required for single registrations, but is a good idea if you are working with a group for a custom class.
18. Click on Add a line item
The classes are stored as Products/Line items. This is where you would add the class that the student is registering for. The quantity is the number of seat they are taking.
19. Search for the Class
20. If the class has books or supply fees, click Add line item
21. Click on Add a line item
22. Type "Books"
23. Click on Create
24. You'll be redirected to the Deal screen.
This is the sale/transaction record that reporting is pulled from.
25. To mark a cash, check or PO registration as paid and done, click Stage "New" and move to "Paid"
26. The window will pop up to ask you about payment details.
If there is no check number, leave this blank.
27. Select Payment Date
28. Under Previously completed properties you'll find Payment Type and Amount.
You can edit these if the information has changed from when you created the deal.
29. Payment Type
30. Amount
31. Click on Save
If you did not add a contact or company at deal creation you can add them from the deal record by going to the cards on the right and clicking on + Add
Click on Create new
Type the students email address
An email address is not required to create a contact, but if you do not use an email address, you can have duplicates of each student.
Enter Student information
Click on Create
You will be redirected to the Contact screen. You can get back to the Deal record by clicking on the deal on the right side of the screen.
Click on Word 2019 - Sally Jones
