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06. 'Create CAD Project' from the Opportunity
06. 'Create CAD Project' from the Opportunity
- Siraya Bell
Owned by Siraya Bell
Video: How to Create CAD Project from Opportunity Page
Step By Step
| 1 | Navigate to the Opportunity page |
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| 2 | CLICK on CREATE CAD PROJECT | |
| 3 | It is recommended that you complete this step after making your intro call to the customer so that you are prepared for the consultation. You need to download the file while on Wi-Fi. | |
| 4 | The file will pop up in your downloads and at this point you can move it to your Desktop, grab it from your downloads folder later, or retrieve it from wherever you have directed your CAD files to save to. |