Sales - Submitting a Request of Service

  1. 1. Go in to the Sales app

    Go in to the Sales app

  2. 2. Click on NEW REQUEST OF SERVICE

    Click on NEW REQUEST OF SERVICE

  3. 3. Type a name

    Type a name

  4. 4. Type a phone number

    Type a phone number

  5. 5. Type an email adress

    Type an email adress

  6. 6. Type a Project Description

    Type a Project Description

  7. 7. Type probabilty (it's between 0 to 1)

    Type probabilty (it's between 0 to 1)

  8. 8. Type in value

    Type in value

  9. 9. Add a date if it's sold

    Add a date if it's sold

  10. 10. Select a Stage from the Stage dropdown

    Select a Stage from the Stage dropdown

  11. 11. Select a Sales Lead

    Select a Sales Lead

  12. 12. Select a Customer

    Select a Customer

  13. 13. Click on SUBMIT REQUEST OF SERVICE

    Click on SUBMIT REQUEST OF SERVICE

  14. 14. You can now see the added request of service

    You can now see the added request of service