Job Management Creating a New Job Creating a New Job from a Prospect
Creating a New Job from a Prospect (continued)
Job System Setup (continued)
12. Once the System record has been setup, return to the Job record. The next step will load the System information into the Job System form.
13. Click on the Job System button from the Job toolbar. Un-check the New System checkbox at the top left of the System form, then click the lookup button to the right of the System Account field. The Select Customer System form will be displayed. Double-click on the System record then click the Save button at the lower right of the form.
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