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