In order to book SGD Sales follow the below steps

1. Go the Salesforce Contact for the Agent
    

2. Select the ‘Subscription Plan’ based on the Agents choice
   
    

3. Once ‘Sub’ is selected a new window will pop up, click on Payment Methods and select + New Payment Method
   
    

4. Always choose ‘Charge Card’ and click Next. *we do not accept ACH*
   
    

5. Enter "Payment Gateway Customer" 

6. Select "New Payment Gateway Customer"

7. Type the cardholders name and click save

8. Enter credit card info based on the below image, then click save.
   
   
   
   
   
   
   
   
   
    

9. Once saved it will take you back to the previous page, where it will now prompt you to input information to process the credit card 

10. Once you click save it will process their credit card
     

11. Now to back to agent contact and move the SGD Sales rep status = Purchased

    1. If this was a handraiser, also move their Last SGD inquiry status to SOLD!
        

12. Log your activity of the sale on their agent contact
     

13. Sale is now complete