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, press the Save button located at the lower right of the form.

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