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Creating a Manual Sales File

Occasionally, you may be required to record a deposit in Zenu Trust when the associated listing does not exist in the Zenu CRM database

Updated over a year ago

What Is Involved?

Manually entering data into a data field requires you to input the desired information into the specific fields. Make sure that the data you enter is up-to-date, accurate, and complies with all relevant regulations and laws.

Get Started

Follow the process of creating a new Sale however, skip the Campaign and Zenu IDs as these fields are not required for a manual record.

Manually enter the Sale ID and the property address, then continue.

The following data fields are mandatory when creating a manual record

From the Commission Tab add an agent (+)


Agreed or Calculated commission can be selected. If there is no commission to be charged a "reason" must be entered.

"% of sale" column must equal 100%

Enter a commission amount if relevant

Return to the Details Tab

Enter data in all fields below:


Commission Type
Selling Price

Relevant dates
Vendor Details
Purchaser Details
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To add a Vendor or Purchaser, simply enter data into the field and Tab.

Select Yes to create a new client card.

Enter the relevant information and Save

Save the new client by selecting the "tick".

Save the Sale Card by selecting the "tick"

Tips & Tricks

"This Sale is not linked to the Zenu CRM" can be viewed against the Sale ID reminding you that any update on this record will not be reflected in Zenu CRM.

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