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How to action pre-order form?

Step 1: Copy the Nucleus ID and cross-check it in the deal.

Sales->Deals->Click on Advance Filter-> Search for "Nucleus id" and paste it accordingly. 

 

Step 2: Open the deal and update the pre-order form in the notes. Additionally, verify the school name mentioned in the form.

Example of Pre-order form

image-Feb-29-2024-11-31-48-6152-AM.png (3468×4624)

Step 3: Update the property "Pre-Order Details received" to YES.


 

Step 4: Update the pre-order spark count sheet. Here is the link for your reference.

Click here

 

Step 5: Close the ticket using the hashtag #PreOrder.