New Opportunity
1. Set-up Approver Responsibilities 1. Go to the Top Navigation, hover over your ‘Company Name’ then click on the ‘Edit’ icon as shown below. ...
Wed, 25 Nov, 2020 at 6:12 PM
1. Set-up Role Responsibilities 1. Go to the Top Navigation, hover over your ‘Company Name’ then click on the ‘Edit’ icon as shown below. Once done...
Wed, 25 Nov, 2020 at 6:12 PM
You can Add Opportunity Documents during: New Opportunity creation Update New Opportunity Review of New Opportunity before Approval ...
Thu, 28 Jan, 2021 at 12:33 PM
1. Video You can check the video for a walkthrough of how to create a Project from Opportunity to Full-Kitting. You can also check this video for a walkt...
Wed, 11 May, 2022 at 4:29 PM