09. Upload CAD to SF

1.

Design your CADPro Project. Once the designs are complete, enable the spaces that you want to present to the customer through the Job Manager.

2.

• Edit the Description to the describe the spaces in the CADPro File

  • Ex. Client file, Production file, Inital Designs 9-23-23etc.

• Click Upload

3.

Click Continue

4.

Your Design will now show on the Opportunity Page in Salesforce under Designs