Marking a Deal as Won

Watch this instructional video to learn how to mark a deal as won after the client has paid and/or completed their first CoolSculpting treatment.

A Step-By-Step:
  1. 1
    Once in the Sales Pipeline click on the box of the contact you want to mark as won.
  2. 2
    A dashed box will appear in the upper left-hand corner that says, “Drag a deal here to mark as won”.
  3. 3
    Drag the contact record to that box.