Once a job is sold, how do I send it to production?
The first step is to mark the opportunity sold on the property level. Once it is marked sold, a check box will appear to the right titled "Send to Production."
Once this has been saved and completed, a new tab titled "Production" will populate on the property level.
The first step is to mark the opportunity sold on the property level. Once it is marked sold, a check box will appear to the right titled "Send to Production."
Once this has been saved and completed, a new tab titled "Production" will populate on the property level.
Once in the "Production" tab, you can start to set up the project details within the "Daily Progress" tab.
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