Sales Management Opportunities Resolve a Sold Opportunity
Resolving a Sold Opportunity (continued)
15. Once the Customer & Site information has been saved, the New Job form will be displayed with the Work Order data entry form.
16. The User must make selections for the required fields on the Work Order form. Required fields are: Job Type, Install Company and Sold Date. When finished entering data, press the Apply button to save.
17. The Job System form will be displayed. The only required field on this form is the System Type, which is defaulted in from the Opportunity record. When finished entering data, press the Apply button to save.
Once the Job System form has been saved, the Job toolbar on the left will fill in with additional Job function buttons. The Install Charges and Recurring Charges are automatically brought in from the Opportunity record.
The remainder of data entry is typically done by a staff members from accounting and operations.