Opportunity Management
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...
Çrş, 11 Ock, 2017 şunda: 1:32 PM
1- Sign in to FieldPie and click the Opportunities button from the upper left menu.
2- Click on the client you want to edit the information from the lis...
Çrş, 11 Ock, 2017 şunda: 1:33 PM
1- Sign in to FieldPie and click the Opportunities button from the upper left menu. 2- Click the Search button in the upper right corner. 3- You can filt...
Çrş, 11 Ock, 2017 şunda: 1:33 PM
You can add opportunity in two different ways.
By creating new Clients,
1- Add a new client. (see: How to add New Clients?)
2- Fill in the O...
Çrş, 11 Ock, 2017 şunda: 1:34 PM
1- Click the Opportunities button from the upper left menu.
2- You can access your clients from the LIST tab or you can see their location by clicking o...
Çrş, 11 Ock, 2017 şunda: 1:35 PM
When the purchase order is added to the client which has an opportunity (see: How can I add Purchase Orders into my Visit?), the amount of opportuni...
Çrş, 11 Ock, 2017 şunda: 1:36 PM