New sale

1. Select RD Station as your target app. Pick the connection you want to use, or create a new one, after clicking the red gear. Click “Continue.”

2. Choose “New sale” as your action and click the red gear. This will display the action’s data template.

3. Fill in the data template, linking source and target fields. You only need the lead’s email and the sale’s value.

GearPlug will look for an entry in your account whose email matches the one imported from your source app and record the sale in said entry.

4. Verify your target is active in the upper-right corner. Click “Add a target” or “Save” to add another app or save your Gear.

Make sure you turn on your Gear on the “Gears” menu before leaving GearPlug!