Agent Workflow: Recording and Approving Customer Deposits

Used in these workflows

• Raise a Deposit on a Lead's Behalf
• Process a Deposit End to End

1. Navigate to Customers -> General from the main sidebar.

Figure: Deposit Process

2. Search and Select the Customers edit button the on the edge.

Figure: Deposit Process

3. After that click the section called financial in the corner of the menu.

Figure: Deposit Process

4. Click "Create Deposit." A new transaction entry form will appear.

Figure: Deposit Process

5. After filling out the form and clicking the submit button deposit Request will be created.

Figure: Deposit Process

6. Next should navigate to Customer -> Requests and approve the correct request.

Figure: Deposit Process

Figure: Deposit Process