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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 update the Sub-Status to “Intro Call Complete” within 24-48hrs. |
Step by Step (SF Web Version)
| 1 | Navigate to the Opportunity Page (See article 4 to learn various ways to navigate to the opportunity) | |
| 2 | Under Opportunity Information>Click the pencil icon the far right of the “Sub-Status” | |
| 3 | Select the appropriate status from the drop down “Intro Call Complete” or “Intro Call Attempted” |
Step by Step (SF App Version)
| 1 | Navigate to the Opportunity (See article 4 to learn various ways to navigate to the opportunity) | |
| 2 | Click the “Edit” button at the top (green pencil icon) | |
| 3 | Scroll to Sub-Status that says “Intro Call Required” | |
| 4 | Click drop down and select “Intro Call Complete” or “Intro Call Attempted” |