Sales Management Opportunities Resolve a Sold Opportunity
Resolving a Sold Opportunity
Once the salesperson was successful in closing the sale with the Prospect, the Opportunity/Prospect record will be turned into a Customer, Site and Job by "Resolving" the Opportunity.
Follow the instructions below to Resolve an Opportunity and create the Customer/Site and Job.
1. Navigate to the Sales Management/Prospect menu option from the Main Application menu.
2. Open the Prospect record containing the Opportunity that will be resolved.
3. Once a Prospect record is open, press the Opportunities button from the Prospect toolbar.
4. Highlight the Opportunity to be resolved in the upper section of the Opportunity form.
5. Press the Resolve button located at the lower left of the Opportunity form.
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