12. Dashboard Documentation

Any documentation that is relevant to the installation process needs to be uploaded to Dashboard so it can be visible to office, install, and warehouse members of our team.

Here is a list of what still needs to be uploaded to Dashboard after the initial consultation:

Upload site photos (Documents Tab)
Upload Scrap sheets/rough notes (if applicable) (Documents Tab)
Transfer Job Notes - from the notes section of the Opp that are related to install or arrival details (Notes)

*Get with your Sales Leader to confirm if there are other required documents that should be uploaded in Dashboard.

Salesforce User Manual

12. Dashboard Documentation

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