Designers are expected to update the Initial Consultation notes, TIBEDO information, and Next Steps they have set with the client following the Initial Consultation.
Step By Step
1.Navigate to the Opportunity Page, Scroll down to the “Initial Consultation Notes” |
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2.Hit the pencil icon to the right of the |
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“Timing Discussion Notes” field. |
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Proceed to enter all TIBEDO, FSC, and Initial Consultation notes in this section. |
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