Operations CRM - Initiate a Deposit on a Company

1. Navigate to the "CRM" section

   To initiate a deposit under a company, navigate to the "CRM" section in the Operations Portal.

   

2. Click on "Companies"

   Click on "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyEdit", or "crmCompanyEdit". Just a reminder, "crmCompanyEdit" access only allows employees to access companies that are assigned to them.

   

3. Search for the company

   Enter the company code or name in the field to search for the company.

   

4. Click on the more details icon

   Then, click on the more details icon to view the company details.

   

5. Click on the "Deposit" tab

   Click on the "Deposit" tab.

   

6. Click on the "Amount" field

   Click on the "Amount" field.

   

7. Enter the deposit amount

   Enter the deposit amount.

   

8. Add Notes

   If needed, you can add a note to the deposit.

   

9. Select Payment Method

   Select your payment method to indicate how the deposit will be processed.

   

10. Click "Make Deposit"

    Click the "Make Deposit" button to submit the deposit information for processing.

    

11. Success Message

    A success message will pop up letting you know the deposit has been made.

    

12. View Deposit Receipt

    Click "View Receipt" to review the details of the deposit.

    

13. Viewable Receipt

    View the receipt details.

    

14. Print the Receipt

    Click "Print" to print the Receipt.

    

15. Email the Receipt

    Click "Email" to email the Receipt.

    

16. Enter an email address

    Enter an email address.

    

17. Click on the "Send" button

    Click on the "Send" button.

    

18. Email notification

    An email notification will appear at the bottom of the screen.

    

19. Click "Got it"

    Click "Got it" to close any final prompts.

    

20. Email receipt example

    Here is an example of an emailed receipt.