Go to your Opportunity page, CLICK Designs Tab or Designs Quick Link
You will see Design(s) that you have uploaded from the Upload to Salesforce button in the Job Manager of CadPro (You may need to refresh your Salesforce screen)
Within the Designs tab or Designs Quick Link, you will see the following details:
Design Name | Description Design Name | Ops 2.0 Desc. | CAD Notes | Grand Total | Type | Selected | Readiness | Dash Status| Contract Status*
Note
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You will need to scroll all the way to the right to see all the tab details
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Click the arrow down to bring the recent version to the top
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4. When you’re in your Design(s) details you’ll be able to:
See/Click into your Design URL | Edit your Design’s CAD Notes description | Edit your Design’s Readiness Ops 2.0 Desc | Upload Design to Dash
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5. CLICK on the Spaces Tab to view the details of each space(s) .*
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within the Design
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6. Click on Line Items tabto see Manual see Manual Line Items added or CAD Essentials added
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* Please Note any DISCOUNTING outside of CAD will have to be approved and entered by the Local Sales Manager prior to creating a Proposal or Contract |