Sales Management Opportunities Resolve a Sold Opportunity
Resolving a Sold Opportunity (continued)
12. Create Job - select this option if a new Job will be created to install equipment or a Job will be created for activating recurring services.
13. Once all options have been selected, press the Save button.
14. The New Customer Setup form will be displayed. Many of the data entry fields will be automatically be filled in with information from the Prospect and Opportunity record. Fill in additional information on the Customer Information form then advance to the Site Information form and fill out the necessary information. When finished with the Customer and Site setup information, press the Save button. The User will be presented with a confirmation message asking if you are ready to save the new customer; press the Yes button to proceed.
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