How can I access the Client Information from the Opportunities screen?

Modified on Wed, 11 Jan, 2017 at 1:32 PM

1- Sign in to FieldPie and click the Opportunities button from the upper left menu.

2- You can access your potential clients that qualify as opportunity from the LIST tab or you can see their location from the MAP tab.

3- When you click on the client from the map or the list, you can access detailed information of the client.


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