Configuration
Opportunity statuses only available to the Director
If you want to have a control over the statuses that the sellers add to their opportunities; I invite you to consult this article. Only User's with access to Admin are capable of making these modifications. Step 1 Step 2 Step 3 Enter the status(s) ...
Create a Workflow icon
Icons are very popular on a workflow map to identify an action. You have four icon options and six for Lautopak users. Here are your choices: - Part Class - Service class - Sales Class - Delivery class - Work order (Lautopak) - Work order job ...
Create a Label
Labels are very popular when you want to filter a customer by a specific vehicle, event, sale, etc... The label is easy to apply and easy to find. You can look at the following articles: However, before you can even add a label, you have to create ...
The PDFs
Short description PDF forms allow you to pre-fill fields in a form automatically with certain information from Conditions for creating a PDF We must Where to find the configuration of PDFs In the menu: Sales / Customer / Potential Opportunities