Job Management  Creating a New Job Creating a New Job from a Prospect

Creating a New Job from a Prospect

Jobs are created for Prospects by "resolving" an Opportunity for the Prospect.

  If the Prospect is an existing Customer, do not use this Job creation method.  Resolve the Opportunity, inactivate the Prospect/Opportunity, then use the Manual Job creation method to create the Job.

Initial Job Setup steps in this section will include:

·          Customer Setup

·          Site Setup

·          Work Order

·          Job System Setup

·          Install Charges

·          Recurring Charges

·          Materials List

·          Job Approvals

·          Tasks

·          Job Costing Estimate

·          Commissions

·          Custom Fields

Follow the steps listed below and on the following pages.

1.  Navigate to the Sales Management module/Prospects and open the Prospect record that will be converted into a new Customer and Job.

2.  Press the Opportunities button on the Prospect toolbar.

3.  In the upper tier of the Opportunities list, highlight the Opportunity that was sold then press the Resolve button located at the lower left of the form.

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