Job Section is the label you give the specific room, project, or task within the Opportunity. Job Sections are created and labeled within the Investment creation window.
To create a new Investment, you'll need to have already created the Opportunity. Select the Opportunity for which you wish to create an Investment. Click on NEW + (top right pane). Enter the Section Name that defines this particular part of the ...
Click on the Contact associated to your project. 1. Click on NEW + (top right pane). 2. Enter Opportunity name. a. This is what you want to call the overall name for this project. b. You can enter a separate Job Section name later. 3. Select Lead ...
Opportunities are potential projects for which you will create an Investment Analysis. 1. Click on the Contact associated to your project. a. Click on NEW + (top right pane). b. Enter Opportunity name. i. This is what you want to call the overall ...
An "Investment" is similar to a "Budget," except unlike your vacation budget or your car budget, this “Investment” is just that… your client is making an investment into their home which can increase the value and desirability of the property. Click ...