Opportunity Management

How can I access the Client Information from the Opportunities screen?
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 at 12:32 PM
How can I edit the Client Information from the Opportunities screen?
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 at 12:33 PM
How to filter Clients in the Opportunities screen?
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 at 12:33 PM
How can I add opportunities to my clients?
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 at 12:34 PM
How can I access to my opportunities?
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 at 12:35 PM
Does the amount of the opportunity decrease when Purchase Orders are added to the Visit?
     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 at 12:36 PM