Create a Job Order from an Opportunity |
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To Create A Job Order from an Opportunity: 1.Click the Opportunities icon on the toolbar. 2.Select Opportunities Manager. 3.Search for the relevant opportunity (eg Code = Re-Union). 4.Click the Opportunities Outcome sub-tab. Links may exist for Assignments previously spawned from the opportunity. 5.To spawn a new Job Order, click the Blue Plus icon. NOTE: Assignments are spawned from an opportunity (marketing campaign). |