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Once an Initial Consultation is scheduled on the opportunity, the sub-status of the opportunity shifts to “Intro-Call Required”. A designer should |
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update the Sub-Status to “Intro Call Complete” within 24-48hrs |
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Step by Step (SF Web Version)
Navigate to the Opportunity Page (See article 4 to learn various ways to navigate to the opportunity)
Under Opportunity Information>Click the pencil icon the far right of the “Sub-Status” line
Select the appropriate status from the drop down “Intro Call Complete” or “Intro Call Attempted”
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Navigate to the Opportunity (See article 4 to learn various ways to navigate to the opportunity)
Click the “Edit” button at the top (green pencil icon)
Scroll to Sub-Status that says “Intro Call Required”
Click drop down and select “Intro Call Complete” or “Intro Call Attempted”
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