This is the process for a SecuLore sales rep to register a “deal” with Exacom.

1. In the Seculore CRM, navigate to either a Contact or a Lead
   The deal registration is set up to register a PERSON, not an AGENCY, so they will need to have a record in CRM to register them.

2. In the Timeline, click the “+” icon.

3. Select “Deal Registration”

4. A new window will pop up. Enter all info.

5. In the top ribbon, select “Save & Close”

6. In the timeline, find the Deal Registration Activity you just created. It will show as Active.

7. Review the details for accuracy. Once you pass this step, details can’t be changed.

8. Click on the three dots and select “Close Activity”. If you do not do this, the submission WILL NOT SEND.

At this time, the submission has been sent and saved. You cannot edit it. If you submitted wrong information, please delete and resubmit.

Visit the Confluence page linked below for video tutorial.