Job Management Creating a New Job Creating a New Job from a Prospect
Creating a New Job from a Prospect (continued)
4. The Opportunity Resolution form will be displayed.
·Select Resolution Code from the drop-down list
·Enter the Resolution Date (the date the sale was closed)
·Select the Competition from the drop-down list (optional)
·Select all four checkboxes; Close Opportunity, Inactivate Prospect, Create Customer, Create Job
Once all information is filled in, click the Save button located at the lower right of the form.
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