Deals waiting to be finalized are listed in the Recent/Unpaid Deals. At this point, you have created a new deal or completed a pending deal. Once you have delivered the paperwork to your customer, you are ready to finalize the deal.

1. To access Recent/Unpaid deals that are ready to be finalized, select Deals > Recent/Unpaid Deals from the left navigation menu.
 

 

2. In Recent/Unpaid Deals, you have two options:


Item

Description

Summary - Change

Selecting this button displays the Deal Lookup / Deal Summary. For more information, see Deal Lookup / Deal Summary. 

Finalize

Select this button to mark the deal as finalized in TRONIX. See Finalize a Deal for more details.