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Change SA Status
Change SA Status
- Siraya Bell
Owned by Siraya Bell
* Restricted Service Appointment Status Transitions
Only Managers have the ability to move an Initial Consultation's status from Complete to Cancelled or Scheduled and vice versa.
| 1 | Navigate to the Opportunity Page |
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| 2 | Navigate to the “Service Appointments” console on the right side of the screen, Click the blue link to the Service Appointment (format: SA-######) | 
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| 3 | On the Service Appointment record, click the “Change SA” button on the top right corner. |  |
| 4 | Select “Change Status” in the first drop down |
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| 5 | Select the appropriate “Status Transition” which will either be “Scheduled” or “Cancelled” |
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| 6 | Hit the blue “Next” button | |
| 7 | Close out of the service appointment tab, by hitting the “X” and go back to the opportunity page |
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